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 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Morgan Stanley's KJUL Position: Q1 2026 in Review

Morgan Stanley held its Innovator US Small Cap Power Buffer ETF July (KJUL) position steady in Q1 2026 at 680 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6694.

Morgan Stanley first reported a position in KJUL in Q2 2022 and has held it in 10 quarters since. The position peaked at $31.1K in Q1 2023. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

Morgan Stanley held 680 shares of Innovator US Small Cap Power Buffer ETF July worth $21.8K as of Q1 2026.
Morgan Stanley left its Innovator US Small Cap Power Buffer ETF July share count unchanged in Q1 2026.
Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6694 holding.
Morgan Stanley first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2022 and has held it in 10 quarters since.
Morgan Stanley's Innovator US Small Cap Power Buffer ETF July position peaked at $31.1K in Q1 2023.
81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

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