Morgan Stanley
BTR icon

Morgan Stanley’s Beacon Tactical Risk ETF BTR Stock Holding History

Morgan Stanley’s Portfolio BTR Stock Details BTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02K Sell
37
-812
-96% -$22.1K ﹤0.01% 7505
2026
Q1 		$21.9K Buy
+849
New +$22.3K ﹤0.01% 6687

Other funds holding BTR

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's BTR Position: Q2 2026 in Review

Morgan Stanley reduced its Beacon Tactical Risk ETF (BTR) stake by 96% in Q2 2026, selling an estimated $22.1K and leaving 37 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #7505.

Morgan Stanley first reported a position in BTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $21.9K in Q1 2026. 5 funds tracked by Wall St. Rank hold BTR as of Q2 2026.

  • Morgan Stanley held 37 shares of Beacon Tactical Risk ETF worth $1.02K as of Q2 2026.
  • Morgan Stanley sold 812 Beacon Tactical Risk ETF shares in Q2 2026, an estimated $22.1K.
  • Beacon Tactical Risk ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7505 holding.
  • Morgan Stanley first reported a position in Beacon Tactical Risk ETF in Q1 2026 and has held it in 2 quarters since.
  • Morgan Stanley's Beacon Tactical Risk ETF position peaked at $21.9K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Beacon Tactical Risk ETF as of Q2 2026.

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