Morgan Stanley
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Morgan Stanley’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Morgan Stanley’s Portfolio PJAN Stock Details PJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101K Hold
2,044
– – ﹤0.01% 6249
2026
Q1 		$94.3K Buy
2,044
+112
+6% +$5.26K ﹤0.01% 6184
2025
Q4 		$90.8K Hold
1,932
– – ﹤0.01% 6243
2025
Q3 		$88.5K Sell
1,932
-9,163
-83% -$411K ﹤0.01% 6209
2025
Q2 		$489K Buy
11,095
+4,981
+81% +$209K ﹤0.01% 5466
2025
Q1 		$254K Hold
6,114
– – ﹤0.01% 5637
2024
Q4 		$258K Sell
6,114
-921
-13% -$38.5K ﹤0.01% 5688
2024
Q3 		$291K Hold
7,035
– – ﹤0.01% 5615
2024
Q2 		$283K Hold
7,035
– – ﹤0.01% 5526
2024
Q1 		$275K Sell
7,035
-343
-5% -$13.1K ﹤0.01% 5601
2023
Q4 		$275K Hold
7,378
– – ﹤0.01% 5580
2023
Q3 		$257K Buy
7,378
+2,000
+37% +$70.6K ﹤0.01% 5471
2023
Q2 		$189K Buy
5,378
+150
+3% +$5.08K ﹤0.01% 5670
2023
Q1 		$174K Buy
5,228
+343
+7% +$11.2K ﹤0.01% 5769
2022
Q4 		$154K Sell
4,885
-8,247
-63% -$257K ﹤0.01% 5777
2022
Q3 		$386K Buy
13,132
+1,432
+12% +$44.4K ﹤0.01% 5394
2022
Q2 		$351K Hold
11,700
– – ﹤0.01% 5596
2022
Q1 		$381K Hold
11,700
– – ﹤0.01% 5570
2021
Q4 		$389K Buy
11,700
+7,600
+185% +$251K ﹤0.01% 5695
2021
Q3 		$134K Hold
4,100
– – ﹤0.01% 6204
2021
Q2 		$133K Hold
4,100
– – ﹤0.01% 6215
2021
Q1 		$129K Hold
4,100
– – ﹤0.01% 5882
2020
Q4 		$125K Buy
+4,100
New +$123K ﹤0.01% 5817

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley's PJAN Position: Q2 2026 in Review

Morgan Stanley held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 2,044 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #6249.

Morgan Stanley first reported a position in PJAN in Q4 2020 and has held it in 23 quarters since. The position peaked at $489K in Q2 2025. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Morgan Stanley held 2,044 shares of Innovator US Equity Power Buffer ETF January worth $101K as of Q2 2026.
  • Morgan Stanley left its Innovator US Equity Power Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF January made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6249 holding.
  • Morgan Stanley first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2020 and has held it in 23 quarters since.
  • Morgan Stanley's Innovator US Equity Power Buffer ETF January position peaked at $489K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

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