Morgan Stanley
LCAP

Morgan Stanley’s Principal Capital Appreciation Select ETF LCAP Stock Holding History

Morgan Stanley’s Portfolio LCAP Stock Details LCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Sell
37,799
-22,685
-38% -$727K ﹤0.01% 5105
2026
Q1 		$1.75M Buy
60,484
+59,828
+9,120% +$1.79M ﹤0.01% 4849
2025
Q4 		$19.4K Sell
656
-1,344
-67% -$39.6K ﹤0.01% 6703
2025
Q3 		$58K Buy
+2,000
New +$55.4K ﹤0.01% 6354

Other funds holding LCAP

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley's LCAP Position: Q2 2026 in Review

Morgan Stanley reduced its Principal Capital Appreciation Select ETF (LCAP) stake by 38% in Q2 2026, selling an estimated $727K and leaving 37,799 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #5105.

Morgan Stanley first reported a position in LCAP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.75M in Q1 2026. 15 funds tracked by Wall St. Rank hold LCAP as of Q2 2026.

  • Morgan Stanley held 37,799 shares of Principal Capital Appreciation Select ETF worth $1.25M as of Q2 2026.
  • Morgan Stanley sold 22,685 Principal Capital Appreciation Select ETF shares in Q2 2026, an estimated $727K.
  • Principal Capital Appreciation Select ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5105 holding.
  • Morgan Stanley first reported a position in Principal Capital Appreciation Select ETF in Q3 2025 and has held it in 4 quarters since.
  • Morgan Stanley's Principal Capital Appreciation Select ETF position peaked at $1.75M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Principal Capital Appreciation Select ETF as of Q2 2026.

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