Holdings

Winnacle Wealth LLC

As of Sep 30, 2026, Winnacle Wealth LLC reported 138 positions worth US$147M. Largest: iShares 0-3 Month Treasury Bond ETF, Innovator Equity Managed Floor ETF and FT Vest U.S. Equity Deep Buffer ETF - September. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
iShares 0-3 Month Treasury Bond ETF92,016US$9.26MnewSep 30, 2026
Innovator Equity Managed Floor ETF207KUS$8.07MnewSep 30, 2026
FT Vest U.S. Equity Deep Buffer ETF - September97,157US$4.75MnewSep 30, 2026
FT Vest U.S. Equity Deep Buffer ETF - July92,281US$4.72MnewSep 30, 2026
FT Vest U.S. Equity Deep Buffer ETF - October96,052US$4.61MnewSep 30, 2026
FT Vest U.S. Equity Deep Buffer ETF - November84,518US$4.45MnewSep 30, 2026
Innovator Defined Wealth Shield ETF105KUS$3.66MnewSep 30, 2026
Innovator U.S. Small Cap Managed Floor ETF97,329US$3.05MnewSep 30, 2026
Innovator Nasdaq-100 Managed Floor ETF81,374US$2.94MnewSep 30, 2026
Micron Technology, Inc.2,747US$2.93M−409Sep 30, 2026