Morgan Stanley
TJUL icon

Morgan Stanley’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Morgan Stanley’s Portfolio TJUL Stock Details TJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.2K Hold
1,642
– – ﹤0.01% 6437
2025
Q4 		$48.6K Hold
1,642
– – ﹤0.01% 6446
2025
Q3 		$48.1K Buy
1,642
+94
+6% +$2.72K ﹤0.01% 6410
2025
Q2 		$44.4K Hold
1,548
– – ﹤0.01% 6396
2025
Q1 		$43.4K Hold
1,548
– – ﹤0.01% 6320
2024
Q4 		$43K Sell
1,548
-1,036
-40% -$28.6K ﹤0.01% 6336
2024
Q3 		$70.9K Hold
2,584
– – ﹤0.01% 6120
2024
Q2 		$69.2K Sell
2,584
-90
-3% -$2.38K ﹤0.01% 6084
2024
Q1 		$70.4K Buy
+2,674
New +$69.4K ﹤0.01% 6111

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LC
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BCM
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Osaic Holdings
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return