Morgan Stanley
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Morgan Stanley’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Morgan Stanley’s Portfolio BJUL Stock Details BJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Hold
2,021
– – ﹤0.01% 6207
2026
Q1 		$100K Hold
2,021
– – ﹤0.01% 6161
2025
Q4 		$103K Hold
2,021
– – ﹤0.01% 6187
2025
Q3 		$100K Sell
2,021
-36
-2% -$1.74K ﹤0.01% 6149
2025
Q2 		$96.9K Hold
2,057
– – ﹤0.01% 6148
2025
Q1 		$88.8K Buy
2,057
+1,746
+561% +$78.1K ﹤0.01% 6072
2024
Q4 		$13.9K Sell
311
-738
-70% -$32.8K ﹤0.01% 6687
2024
Q3 		$45.8K Buy
1,049
+738
+237% +$31.3K ﹤0.01% 6244
2024
Q2 		$13K Hold
311
– – ﹤0.01% 6589
2024
Q1 		$12.5K Hold
311
– – ﹤0.01% 6620
2023
Q4 		$11.7K Buy
311
+194
+166% +$6.91K ﹤0.01% 6602
2023
Q3 		$4.03K Hold
117
– – ﹤0.01% 6960
2023
Q2 		$4.13K Hold
117
– – ﹤0.01% 7030
2023
Q1 		$3.82K Sell
117
-400
-77% -$12.8K ﹤0.01% 7120
2022
Q4 		$16K Hold
517
– – ﹤0.01% 6768
2022
Q3 		$15K Hold
517
– – ﹤0.01% 6911
2022
Q2 		$16K Buy
517
+117
+29% +$3.64K ﹤0.01% 7063
2022
Q1 		$13K Sell
400
-430
-52% -$13.9K ﹤0.01% 7307
2021
Q4 		$28K Buy
+830
New +$27.1K ﹤0.01% 7067
2020
Q2 		– Sell
-1,794
Closed -$43K – 6596
2020
Q1 		$43K Buy
+1,794
New +$47.6K ﹤0.01% 5523

Other funds holding BJUL

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley's BJUL Position: Q2 2026 in Review

Morgan Stanley held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q2 2026 at 2,021 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #6207.

Morgan Stanley first reported a position in BJUL in Q1 2020 and has held it in 20 quarters since. 124 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

  • Morgan Stanley held 2,021 shares of Innovator US Equity Buffer ETF July worth $110K as of Q2 2026.
  • Morgan Stanley left its Innovator US Equity Buffer ETF July share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF July made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6207 holding.
  • Morgan Stanley first reported a position in Innovator US Equity Buffer ETF July in Q1 2020 and has held it in 20 quarters since.
  • 124 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.