Morgan Stanley
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Morgan Stanley’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Morgan Stanley’s Portfolio PJUL Stock Details PJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.2K Buy
946
+363
+62% +$17.4K ﹤0.01% 6544
2026
Q1 		$26.8K Hold
583
– – ﹤0.01% 6630
2025
Q4 		$27.1K Hold
583
– – ﹤0.01% 6601
2025
Q3 		$26.6K Sell
583
-875
-60% -$39.1K ﹤0.01% 6601
2025
Q2 		$63.9K Hold
1,458
– – ﹤0.01% 6276
2025
Q1 		$58.6K Sell
1,458
-4,394
-75% -$181K ﹤0.01% 6215
2024
Q4 		$241K Sell
5,852
-7,946
-58% -$326K ﹤0.01% 5718
2024
Q3 		$559K Buy
13,798
+333
+2% +$13.1K ﹤0.01% 5349
2024
Q2 		$523K Buy
13,465
+11,066
+461% +$423K ﹤0.01% 5274
2024
Q1 		$91.1K Sell
2,399
-245
-9% -$9.08K ﹤0.01% 6033
2023
Q4 		$95.7K Hold
2,644
– – ﹤0.01% 5965
2023
Q3 		$89.1K Sell
2,644
-336
-11% -$11.5K ﹤0.01% 5945
2023
Q2 		$102K Buy
2,980
+1,046
+54% +$33.9K ﹤0.01% 5944
2023
Q1 		$61.2K Buy
1,934
+336
+21% +$10.4K ﹤0.01% 6204
2022
Q4 		$48.2K Buy
1,598
+799
+100% +$23.9K ﹤0.01% 6305
2022
Q3 		$23K Buy
+799
New +$24.1K ﹤0.01% 6737
2021
Q3 		– Sell
-1,342
Closed -$40K – 8000
2021
Q2 		$40K Hold
1,342
– – ﹤0.01% 6760
2021
Q1 		$39K Hold
1,342
– – ﹤0.01% 6466
2020
Q4 		$39K Hold
1,342
– – ﹤0.01% 6231
2020
Q3 		$37K Hold
1,342
– – ﹤0.01% 5830
2020
Q2 		$36K Hold
1,342
– – ﹤0.01% 5798
2020
Q1 		$32K Hold
1,342
– – ﹤0.01% 5638
2019
Q4 		$36K Hold
1,342
– – ﹤0.01% 5942
2019
Q3 		$35K Hold
1,342
– – ﹤0.01% 5848
2019
Q2 		$35K Buy
+1,342
New +$34.4K ﹤0.01% 5742

Other funds holding PJUL

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley's PJUL Position: Q2 2026 in Review

Morgan Stanley increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 62% in Q2 2026, buying an estimated $17.4K and bringing the position to 946 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6544.

Morgan Stanley first reported a position in PJUL in Q2 2019 and has held it in 25 quarters since. The position peaked at $559K in Q3 2024. 262 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Morgan Stanley held 946 shares of Innovator US Equity Power Buffer ETF July worth $46.2K as of Q2 2026.
  • Morgan Stanley bought 363 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $17.4K.
  • Innovator US Equity Power Buffer ETF July made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6544 holding.
  • Morgan Stanley first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2019 and has held it in 25 quarters since.
  • Morgan Stanley's Innovator US Equity Power Buffer ETF July position peaked at $559K in Q3 2024.
  • 262 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

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