Morgan Stanley
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Morgan Stanley’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Morgan Stanley’s Portfolio XBJL Stock Details XBJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,000
Closed -$56.8K – 7911
2023
Q3 		$56.8K Buy
+2,000
New +$57.9K ﹤0.01% 6116

Other funds holding XBJL

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Morgan Stanley's XBJL Position: Q4 2023 in Review

Morgan Stanley sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q4 2023, closing a stake of 2,000 shares — an estimated $56.8K sold.

Morgan Stanley first reported a position in XBJL in Q3 2023 and held it in 1 quarter. The position peaked at $56.8K in Q3 2023. 35 funds tracked by Wall St. Rank hold XBJL as of Q4 2023.

  • Morgan Stanley reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • Morgan Stanley sold 2,000 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q4 2023, an estimated $56.8K.
  • Morgan Stanley first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2023 and held it in 1 quarter.
  • Morgan Stanley's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $56.8K in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q4 2023.

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