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
Q1 		$21.9K Buy
+849
New +$22.3K ﹤0.01% 6687

Other funds holding BTR

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's BTR Position: Q1 2026 in Review

Morgan Stanley opened a new position in Beacon Tactical Risk ETF (BTR) in Q1 2026: 849 shares worth $21.9K. The stake represents ﹤0.01% of the portfolio and ranks #6687 among its holdings.

7 funds tracked by Wall St. Rank hold BTR as of Q1 2026.

  • Morgan Stanley held 849 shares of Beacon Tactical Risk ETF worth $21.9K as of Q1 2026.
  • Beacon Tactical Risk ETF was a new Morgan Stanley position in Q1 2026.
  • Beacon Tactical Risk ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6687 holding.
  • 7 funds tracked by Wall St. Rank held Beacon Tactical Risk ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.