Morgan Stanley
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Morgan Stanley’s Innovator Premium Income 30 Barrier ETF July JULJ Stock Holding History

Morgan Stanley’s Portfolio JULJ Stock Details JULJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29K Buy
1,170
+1,087
+1,310% +$27.2K ﹤0.01% 6596
2025
Q4 		$2.07K Hold
83
– – ﹤0.01% 7237
2025
Q3 		$2.07K Buy
+83
New +$2.08K ﹤0.01% 7302

Other funds holding JULJ

RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return

Morgan Stanley's JULJ Position: Q1 2026 in Review

Morgan Stanley increased its Innovator Premium Income 30 Barrier ETF July (JULJ) stake by 1,310% in Q1 2026, buying an estimated $27.2K and bringing the position to 1,170 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #6596.

Morgan Stanley first reported a position in JULJ in Q3 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold JULJ as of Q1 2026.

  • Morgan Stanley held 1,170 shares of Innovator Premium Income 30 Barrier ETF July worth $29K as of Q1 2026.
  • Morgan Stanley bought 1,087 Innovator Premium Income 30 Barrier ETF July shares in Q1 2026, an estimated $27.2K.
  • Innovator Premium Income 30 Barrier ETF July made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6596 holding.
  • Morgan Stanley first reported a position in Innovator Premium Income 30 Barrier ETF July in Q3 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF July as of Q1 2026.

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