Morgan Stanley’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Morgan Stanley’s Portfolio KJUL Stock Details KJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.3K	Sell	480 -200	-29%	-$6.69K	﹤0.01%	6890
2026 Q1	$21.8K	Hold	680	–	–	﹤0.01%	6694
2025 Q4	$21.6K	Hold	680	–	–	﹤0.01%	6673
2025 Q3	$21.1K	Hold	680	–	–	﹤0.01%	6677
2025 Q2	$19.9K	Hold	680	–	–	﹤0.01%	6651
2025 Q1	$19K	Buy	+680	New	+$19.9K	﹤0.01%	6590
2023 Q3	–	Sell	-400	Closed	-$10.3K	–	7668
2023 Q2	$10.3K	Sell	400 -854	-68%	-$21.1K	﹤0.01%	6807
2023 Q1	$31.1K	Hold	1,254	–	–	﹤0.01%	6459
2022 Q4	$30.4K	Buy	1,254 +614	+96%	+$14.9K	﹤0.01%	6509
2022 Q3	$15K	Hold	640	–	–	﹤0.01%	6920
2022 Q2	$15K	Buy	+640	New	+$15.7K	﹤0.01%	7097

Other funds holding KJUL

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

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

Cornerstone Wealth Greeneville, Tennessee $198M AUM

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Morgan Stanley's KJUL Position: Q2 2026 in Review

Morgan Stanley reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 29% in Q2 2026, selling an estimated $6.69K and leaving 480 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6890.

Morgan Stanley first reported a position in KJUL in Q2 2022 and has held it in 11 quarters since. The position peaked at $31.1K in Q1 2023. 79 funds tracked by Wall St. Rank hold KJUL as of Q2 2026.

Morgan Stanley held 480 shares of Innovator US Small Cap Power Buffer ETF July worth $16.3K as of Q2 2026.
Morgan Stanley sold 200 Innovator US Small Cap Power Buffer ETF July shares in Q2 2026, an estimated $6.69K.
Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6890 holding.
Morgan Stanley first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2022 and has held it in 11 quarters since.
Morgan Stanley's Innovator US Small Cap Power Buffer ETF July position peaked at $31.1K in Q1 2023.
79 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2026.

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