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 Q2	$49.6K	Hold	1,642	–	–	﹤0.01%	6514
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

Other funds holding TJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Morgan Stanley's TJUL Position: Q2 2026 in Review

Morgan Stanley held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q2 2026 at 1,642 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6514.

Morgan Stanley first reported a position in TJUL in Q1 2024 and has held it in 10 quarters since. The position peaked at $70.9K in Q3 2024. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

Morgan Stanley held 1,642 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $49.6K as of Q2 2026.
Morgan Stanley left its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6514 holding.
Morgan Stanley first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q1 2024 and has held it in 10 quarters since.
Morgan Stanley's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $70.9K in Q3 2024.
74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

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