Morgan Stanley
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Morgan Stanley’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Morgan Stanley’s Portfolio UJAN Stock Details UJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$126K Buy
2,782
+411
+17% +$18.3K ﹤0.01% 6155
2026
Q1 		$101K Hold
2,371
– – ﹤0.01% 6159
2025
Q4 		$103K Buy
2,371
+871
+58% +$37.1K ﹤0.01% 6188
2025
Q3 		$63.2K Sell
1,500
-2,175
-59% -$89.8K ﹤0.01% 6322
2025
Q2 		$149K Hold
3,675
– – ﹤0.01% 5967
2025
Q1 		$140K Hold
3,675
– – ﹤0.01% 5870
2024
Q4 		$143K Hold
3,675
– – ﹤0.01% 5915
2024
Q3 		$140K Buy
3,675
+1,500
+69% +$56.2K ﹤0.01% 5877
2024
Q2 		$80.7K Hold
2,175
– – ﹤0.01% 6036
2024
Q1 		$78.5K Sell
2,175
-5,475
-72% -$193K ﹤0.01% 6079
2023
Q4 		$263K Buy
7,650
+3,825
+100% +$128K ﹤0.01% 5842
2023
Q3 		$125K Hold
3,825
– – ﹤0.01% 5780
2023
Q2 		$125K Sell
3,825
-575
-13% -$18.2K ﹤0.01% 5843
2023
Q1 		$137K Hold
4,400
– – ﹤0.01% 5881
2022
Q4 		$131K Buy
4,400
+1,650
+60% +$48.8K ﹤0.01% 5861
2022
Q3 		$80K Hold
2,750
– – ﹤0.01% 6190
2022
Q2 		$80K Hold
2,750
– – ﹤0.01% 6388
2022
Q1 		$85K Sell
2,750
-475
-15% -$14.6K ﹤0.01% 6421
2021
Q4 		$102K Buy
3,225
+475
+17% +$14.9K ﹤0.01% 6427
2021
Q3 		$85K Hold
2,750
– – ﹤0.01% 6464
2021
Q2 		$85K Hold
2,750
– – ﹤0.01% 6429
2021
Q1 		$83K Hold
2,750
– – ﹤0.01% 6110
2020
Q4 		$82K Buy
+2,750
New +$80.4K ﹤0.01% 5989

Other funds holding UJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Morgan Stanley's UJAN Position: Q2 2026 in Review

Morgan Stanley increased its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 17% in Q2 2026, buying an estimated $18.3K and bringing the position to 2,782 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #6155.

Morgan Stanley first reported a position in UJAN in Q4 2020 and has held it in 23 quarters since. The position peaked at $263K in Q4 2023. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Morgan Stanley held 2,782 shares of Innovator US Equity Ultra Buffer ETF January worth $126K as of Q2 2026.
  • Morgan Stanley bought 411 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $18.3K.
  • Innovator US Equity Ultra Buffer ETF January made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6155 holding.
  • Morgan Stanley first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2020 and has held it in 23 quarters since.
  • Morgan Stanley's Innovator US Equity Ultra Buffer ETF January position peaked at $263K in Q4 2023.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

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