Morgan Stanley
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Morgan Stanley’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Morgan Stanley’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$158K Hold
3,639
– – ﹤0.01% 6061
2026
Q1 		$148K Hold
3,639
– – ﹤0.01% 5993
2025
Q4 		$150K Buy
3,639
+43
+1% +$1.75K ﹤0.01% 6037
2025
Q3 		$146K Hold
3,596
– – ﹤0.01% 6007
2025
Q2 		$139K Buy
3,596
+3,580
+22,375% +$131K ﹤0.01% 6003
2025
Q1 		$575 Hold
16
– – ﹤0.01% 7352
2024
Q4 		$587 Buy
+16
New +$585 ﹤0.01% 7330

Other funds holding GJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

Morgan Stanley's GJUL Position: Q2 2026 in Review

Morgan Stanley held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q2 2026 at 3,639 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #6061.

Morgan Stanley first reported a position in GJUL in Q4 2024 and has held it in 7 quarters since. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

  • Morgan Stanley held 3,639 shares of FT Vest US Equity Moderate Buffer ETF July worth $158K as of Q2 2026.
  • Morgan Stanley left its FT Vest US Equity Moderate Buffer ETF July share count unchanged in Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6061 holding.
  • Morgan Stanley first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

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