WMA
PJUL icon

William Mack & Associates’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

William Mack & Associates’s Portfolio PJUL Stock Details PJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$220K Hold
4,500
– – 0.08% 104
2026
Q1 		$207K Hold
4,500
– – 0.12% 73
2025
Q4 		$209K Hold
4,500
– – 0.1% 86
2025
Q3 		$205K Buy
+4,500
New +$201K 0.11% 85

Other funds holding PJUL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

William Mack & Associates's PJUL Position: Q2 2026 in Review

William Mack & Associates held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 4,500 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #104.

William Mack & Associates first reported a position in PJUL in Q3 2025 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • William Mack & Associates held 4,500 shares of Innovator US Equity Power Buffer ETF July worth $220K as of Q2 2026.
  • William Mack & Associates left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF July made up 0.08% of William Mack & Associates's portfolio in Q2 2026, its #104 holding.
  • William Mack & Associates first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
  • 261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.