Peerless ETFs is the creator of the WEEL ETF, listed on the NYSE.

The WEEL ETF has engineered a strategic approach designed to deliver equity-like returns over the long term through income generation, while dampening volatility as compared with a traditional long only portfolio.  Its aim is to achieve these returns independently of market index appreciation, combining the risk management benefits of buffer-style products with the income potential of a premium selling strategy. 

The fund adopts a disciplined, mechanical methodology that assists in buying low and selling high, while continuously collecting income with excellent capital efficiency.  Abstaining from making market predictions, market timing, or favoring specific sectors are inherent features.  It remains neutral in its approach to market trends, bullish or bearish sentiments, and value versus growth styles.  It removes emotion, and provides a sustainable, risk-managed solution to create excess returns in range-bound markets.

Through our crafted process, we aim to simulate broad market exposure on a notional basis by means of cash (or treasury) secured puts.  WEEL predominantly allocates across sector ETFs but can also utilize individual securities if these products do not provide the fund’s target achievement.  All short put positions maintain a tight time frame, enabling frequent resets of the buffer to control downside risk.  Any position that is ‘put’ to the portfolio becomes a long covered call contender, until that position itself is called away.

WEEL offers investors a sophisticated approach to achieving broad market exposure while effectively managing risk and providing income.

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