William Mack & Associates’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

William Mack & Associates’s Portfolio KJUL Stock Details KJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$59.2K	Buy	+1,800	New	+$60.7K	0.02%	227

Other funds holding KJUL

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $209M AUM

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

William Mack & Associates opened a new position in Innovator US Small Cap Power Buffer ETF July (KJUL) in Q3 2026: 1,800 shares worth $59.2K. The stake represents 0.02% of the portfolio and ranks #227 among its holdings.

87 funds tracked by Wall St. Rank hold KJUL as of Q3 2026.

William Mack & Associates held 1,800 shares of Innovator US Small Cap Power Buffer ETF July worth $59.2K as of Q3 2026.
Innovator US Small Cap Power Buffer ETF July was a new William Mack & Associates position in Q3 2026.
Innovator US Small Cap Power Buffer ETF July made up 0.02% of William Mack & Associates's portfolio in Q3 2026, its #227 holding.
87 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2026.

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