Morgan Stanley’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Morgan Stanley’s Portfolio UJUL Stock Details UJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.3K	Buy	+400	New	+$16K	﹤0.01%	6889
2026 Q1	–	Sell	-400	Closed	-$15.5K	–	8511
2025 Q4	$15.5K	Hold	400	–	–	﹤0.01%	6777
2025 Q3	$15.2K	Sell	400 -3,500	-90%	-$131K	﹤0.01%	6770
2025 Q2	$143K	Hold	3,900	–	–	﹤0.01%	5984
2025 Q1	$131K	Sell	3,900 -300	-7%	-$10.4K	﹤0.01%	5894
2024 Q4	$145K	Sell	4,200 -100	-2%	-$3.44K	﹤0.01%	5904
2024 Q3	$146K	Sell	4,300 -500	-10%	-$16.5K	﹤0.01%	5862
2024 Q2	$156K	Buy	4,800 +1,300	+37%	+$41.7K	﹤0.01%	5778
2024 Q1	$112K	Hold	3,500	–	–	﹤0.01%	5943
2023 Q4	$106K	Hold	3,500	–	–	﹤0.01%	5923
2023 Q3	$98.8K	Hold	3,500	–	–	﹤0.01%	5897
2023 Q2	$101K	Hold	3,500	–	–	﹤0.01%	5949
2023 Q1	$94.6K	Hold	3,500	–	–	﹤0.01%	6026
2022 Q4	$90.1K	Hold	3,500	–	–	﹤0.01%	6028
2022 Q3	$87K	Hold	3,500	–	–	﹤0.01%	6151
2022 Q2	$89K	Hold	3,500	–	–	﹤0.01%	6338
2022 Q1	$96K	Hold	3,500	–	–	﹤0.01%	6338
2021 Q4	$97K	Hold	3,500	–	–	﹤0.01%	6458
2021 Q3	$94K	Hold	3,500	–	–	﹤0.01%	6417
2021 Q2	$94K	Hold	3,500	–	–	﹤0.01%	6393
2021 Q1	$94K	Hold	3,500	–	–	﹤0.01%	6060
2020 Q4	$93K	Buy	+3,500	New	+$91.4K	﹤0.01%	5942

Other funds holding UJUL

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KWM

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

BCM

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

IWM

IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Morgan Stanley's UJUL Position: Q2 2026 in Review

Morgan Stanley opened a new position in Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2026: 400 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #6889 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in UJUL as recently as Q4 2025.

Morgan Stanley first reported a position in UJUL in Q4 2020 and has held it in 22 quarters since. The position peaked at $156K in Q2 2024. 75 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

Morgan Stanley held 400 shares of Innovator US Equity Ultra Buffer ETF July worth $16.3K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF July was a new Morgan Stanley position in Q2 2026.
Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6889 holding.
Morgan Stanley first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2020 and has held it in 22 quarters since.
Morgan Stanley's Innovator US Equity Ultra Buffer ETF July position peaked at $156K in Q2 2024.
75 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

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