Morgan Stanley
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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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley's JULT Position: Q1 2026 in Review

Morgan Stanley held its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) position steady in Q1 2026 at 498 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6689.

Morgan Stanley first reported a position in JULT in Q1 2025 and has held it in 5 quarters since. The position peaked at $22.3K in Q4 2025. 44 funds tracked by Wall St. Rank hold JULT as of Q1 2026.

  • Morgan Stanley held 498 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $21.9K as of Q1 2026.
  • Morgan Stanley left its AllianzIM U.S. Equity Buffer10 Jul ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6689 holding.
  • Morgan Stanley first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q1 2025 and has held it in 5 quarters since.
  • Morgan Stanley's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $22.3K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2026.

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