Morgan Stanley
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Morgan Stanley’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Morgan Stanley’s Portfolio XBJA Stock Details XBJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-40
Closed -$991 – 7912
2023
Q3 		$991 Buy
+40
New +$992 ﹤0.01% 7234

Other funds holding XBJA

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFP
Sterling Financial Planning Sparta, New Jersey $337M AUM 19.27% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Morgan Stanley's XBJA Position: Q4 2023 in Review

Morgan Stanley sold out of Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q4 2023, closing a stake of 40 shares — an estimated $991 sold.

Morgan Stanley first reported a position in XBJA in Q3 2023 and held it in 1 quarter. The position peaked at $991 in Q3 2023. 31 funds tracked by Wall St. Rank hold XBJA as of Q4 2023.

  • Morgan Stanley reported no remaining Innovator US Equity Accelerated 9 Buffer ETF January position as of Q4 2023 after selling out during the quarter.
  • Morgan Stanley sold 40 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q4 2023, an estimated $991.
  • Morgan Stanley first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q3 2023 and held it in 1 quarter.
  • Morgan Stanley's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $991 in Q3 2023.
  • 31 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q4 2023.

Based on Morgan Stanley's 13F filing for Q4 2023, filed 13 Feb 2024.