WINNACLE WEALTH LLC SDVD — FT Vest SMID Rising Dividend Achievers Target Income ETF

Ownership history in WINNACLE WEALTH LLC  ·  4 quarters on record

AI Ownership Summary

WINNACLE WEALTH LLC reported FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 1.04% in 2025 Q3. The latest visible filing shows SDVD at 0.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SDVD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WINNACLE WEALTH LLC's position in FT Vest SMID Rising Dividend Achievers Target Income ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SDVD was reported at 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SDVD stock page WINNACLE WEALTH LLC fund profile WINNACLE WEALTH LLC full holdings
How WINNACLE WEALTH LLC held SDVD — position size vs. price
% of Fund (quarterly)    SDVD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 53,962 +6,792 +14.4% 0.85% $1.2M 2026-07-22 $22.97
2026 Q1 REDUCED — — — 47,170 -239 -0.5% 0.79% $1.0M 2026-05-19 $21.60
2025 Q4 REDUCED 21.4% +4.0% ❌ 47,409 -12,925 -21.4% 0.77% $1.0M 2026-02-11 $22.43
2025 Q3 INITIATED — — — 60,334 — — 1.04% $1.3M 2025-11-04 $19.62

🏢 Other funds also holding SDVD

As of 2026 Q2 — sorted by position size

CHIRON CAPITAL MANAGEMENT, LLC 3Y 1.65% G&S Capital LLC 3Y 7Y 1.25% Cambridge Advisors Inc. 3Y 7Y 0.26% Next Level Private LLC 3Y 0.24% TrueWealth Advisors, LLC 3Y 0.19% Core Wealth Partners LLC 3Y 0.1% IFP Advisors, Inc 3Y 7Y 0.08% Quad-Cities Investment Group, LLC 3Y 7Y 0.08% Triumph Capital Management 3Y 0.08% NOVEM GROUP 0.04%

FAQ About WINNACLE WEALTH LLC and SDVD

These are the practical questions this page is built to answer before you even open the full history table.

How long has WINNACLE WEALTH LLC reported owning SDVD?

WINNACLE WEALTH LLC reported SDVD across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported SDVD position in WINNACLE WEALTH LLC's portfolio?

The largest reported portfolio weight for SDVD was 1.04% in 2025 Q3.

What is the latest reported SDVD position on this page?

The most recent filing on this page is 2026 Q2, when WINNACLE WEALTH LLC reported 53,962 shares, equal to 0.85% of portfolio, with an estimated market value of $1.2M.

What does the chart on this SDVD ownership page compare?

The chart compares WINNACLE WEALTH LLC's quarterly SDVD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WINNACLE WEALTH LLC time their SDVD position?

Based on 13F filing dates vs. subsequent SDVD price moves, WINNACLE WEALTH LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SDVD relative to SPY over the holding period was +7.4%.

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