Morgan Stanley’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Morgan Stanley’s Portfolio JULW Stock Details JULW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.98K	Hold	73	–	–	﹤0.01%	7330
2026 Q1	$2.83K	Hold	73	–	–	﹤0.01%	7264
2025 Q4	$2.86K	Hold	73	–	–	﹤0.01%	7176
2025 Q3	$2.8K	Sell	73 -927	-93%	-$35K	﹤0.01%	7232
2025 Q2	$37.2K	Hold	1,000	–	–	﹤0.01%	6453
2025 Q1	$34.5K	Hold	1,000	–	–	﹤0.01%	6390
2024 Q4	$35.1K	Sell	1,000 -350	-26%	-$12.2K	﹤0.01%	6396
2024 Q3	$46.6K	Sell	1,350 -300	-18%	-$10.1K	﹤0.01%	6240
2024 Q2	$55K	Hold	1,650	–	–	﹤0.01%	6139
2024 Q1	$53.8K	Sell	1,650 -250	-13%	-$7.99K	﹤0.01%	6186
2023 Q4	$59.3K	Sell	1,900 -160	-8%	-$4.82K	﹤0.01%	6106
2023 Q3	$60.5K	Hold	2,060	–	–	﹤0.01%	6086
2023 Q2	$61.4K	Buy	+2,060	New	+$59.2K	﹤0.01%	6137

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

GCP

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

Morgan Stanley's JULW Position: Q2 2026 in Review

Morgan Stanley held its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) position steady in Q2 2026 at 73 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #7330.

Morgan Stanley first reported a position in JULW in Q2 2023 and has held it in 13 quarters since. The position peaked at $61.4K in Q2 2023. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Morgan Stanley held 73 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $2.98K as of Q2 2026.
Morgan Stanley left its AllianzIM U.S. Equity Buffer20 Jul ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7330 holding.
Morgan Stanley first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2023 and has held it in 13 quarters since.
Morgan Stanley's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $61.4K in Q2 2023.
69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

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