William Mack & Associates
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William Mack & Associates’s Innovator U.S. Small Cap Power Buffer ETF - August KAUG Stock Holding History

William Mack & Associates’s Portfolio KAUG Stock Details KAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$42.1K Buy
+1,486
New +$42.9K 0.01% 263

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Creative Planning
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Commonwealth Equity Services
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William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

William Mack & Associates's KAUG Position: Q3 2026 in Review

William Mack & Associates opened a new position in Innovator U.S. Small Cap Power Buffer ETF - August (KAUG) in Q3 2026: 1,486 shares worth $42.1K. The stake represents 0.01% of the portfolio and ranks #263 among its holdings.

44 funds tracked by Wall St. Rank hold KAUG as of Q3 2026.

  • William Mack & Associates held 1,486 shares of Innovator U.S. Small Cap Power Buffer ETF - August worth $42.1K as of Q3 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - August was a new William Mack & Associates position in Q3 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - August made up 0.01% of William Mack & Associates's portfolio in Q3 2026, its #263 holding.
  • 44 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - August as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.