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
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

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley's LCAP Position: Q1 2026 in Review

Morgan Stanley increased its Principal Capital Appreciation Select ETF (LCAP) stake by 9,120% in Q1 2026, buying an estimated $1.79M and bringing the position to 60,484 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #4849.

Morgan Stanley first reported a position in LCAP in Q3 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold LCAP as of Q1 2026.

  • Morgan Stanley held 60,484 shares of Principal Capital Appreciation Select ETF worth $1.75M as of Q1 2026.
  • Morgan Stanley bought 59,828 Principal Capital Appreciation Select ETF shares in Q1 2026, an estimated $1.79M.
  • Principal Capital Appreciation Select ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4849 holding.
  • Morgan Stanley first reported a position in Principal Capital Appreciation Select ETF in Q3 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Principal Capital Appreciation Select ETF as of Q1 2026.

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