Morgan Stanley
JULT icon

Morgan Stanley’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Morgan Stanley’s Portfolio JULT Stock Details JULT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.8K Hold
498
– – ﹤0.01% 6752
2026
Q1 		$21.9K Hold
498
– – ﹤0.01% 6689
2025
Q4 		$22.3K Hold
498
– – ﹤0.01% 6660
2025
Q3 		$21.8K Sell
498
-7
-1% -$299 ﹤0.01% 6663
2025
Q2 		$21.1K Hold
505
– – ﹤0.01% 6635
2025
Q1 		$19.3K Buy
+505
New +$20K ﹤0.01% 6584

Other funds holding JULT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Morgan Stanley's JULT Position: Q2 2026 in Review

Morgan Stanley held its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) position steady in Q2 2026 at 498 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6752.

Morgan Stanley first reported a position in JULT in Q1 2025 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

  • Morgan Stanley held 498 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $23.8K as of Q2 2026.
  • Morgan Stanley left its AllianzIM U.S. Equity Buffer10 Jul ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6752 holding.
  • Morgan Stanley first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q1 2025 and has held it in 6 quarters since.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

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