Morgan Stanley
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Morgan Stanley’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Morgan Stanley’s Portfolio IJUL Stock Details IJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,089
Closed -$30.6K – 7978
2024
Q2 		$30.6K Buy
+1,089
New +$30.6K ﹤0.01% 6329
2022
Q1 		– Sell
-400
Closed -$10K – 8030
2021
Q4 		$10K Buy
+400
New +$9.78K ﹤0.01% 7466
2021
Q2 		– Sell
-1,539
Closed -$37K – 7770
2021
Q1 		$37K Buy
+1,539
New +$37.1K ﹤0.01% 6490

Other funds holding IJUL

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley's IJUL Position: Q3 2024 in Review

Morgan Stanley sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q3 2024, closing a stake of 1,089 shares — an estimated $30.6K sold.

Morgan Stanley first reported a position in IJUL in Q1 2021 and held it in 3 quarters. The position peaked at $37K in Q1 2021. 85 funds tracked by Wall St. Rank hold IJUL as of Q3 2024.

  • Morgan Stanley reported no remaining Innovator International Developed Power Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Morgan Stanley sold 1,089 Innovator International Developed Power Buffer ETF July shares in Q3 2024, an estimated $30.6K.
  • Morgan Stanley first reported a position in Innovator International Developed Power Buffer ETF July in Q1 2021 and held it in 3 quarters.
  • Morgan Stanley's Innovator International Developed Power Buffer ETF July position peaked at $37K in Q1 2021.
  • 85 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2024.

Based on Morgan Stanley's 13F filing for Q3 2024, filed 14 Nov 2024.