Morgan Stanley
TBJL icon

Morgan Stanley’s Innovator 20+ Year Treasury Bond 9 Buffer ETF July TBJL Stock Holding History

Morgan Stanley’s Portfolio TBJL Stock Details TBJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23K Hold
1,154
– – ﹤0.01% 6671
2025
Q4 		$23K Buy
1,154
+21
+2% +$424 ﹤0.01% 6649
2025
Q3 		$22.8K Hold
1,133
– – ﹤0.01% 6649
2025
Q2 		$22.6K Hold
1,133
– – ﹤0.01% 6617
2025
Q1 		$22.9K Hold
1,133
– – ﹤0.01% 6523
2024
Q4 		$22.2K Buy
+1,133
New +$22.9K ﹤0.01% 6542
2024
Q1 		– Sell
-306
Closed -$6.18K – 7964
2023
Q4 		$6.18K Buy
306
+153
+100% +$2.89K ﹤0.01% 6953
2023
Q3 		$2.85K Buy
153
+33
+28% +$647 ﹤0.01% 7047
2023
Q2 		$2.48K Hold
120
– – ﹤0.01% 7148
2023
Q1 		$2.46K Buy
+120
New +$2.42K ﹤0.01% 7199

Other funds holding TBJL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return