Morgan Stanley
XCLR icon

Morgan Stanley’s Global X S&P 500 Collar 95-110 ETF XCLR Stock Holding History

Morgan Stanley’s Portfolio XCLR Stock Details XCLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37 Buy
+1
New +$27 ﹤0.01% 8180
2026
Q1 		– Sell
-1
Closed -$38 – 8523
2025
Q4 		$38 Hold
1
– – ﹤0.01% 7949
2025
Q3 		$42 Buy
+1
New +$29 ﹤0.01% 7907

Other funds holding XCLR

KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Morgan Stanley's XCLR Position: Q2 2026 in Review

Morgan Stanley opened a new position in Global X S&P 500 Collar 95-110 ETF (XCLR) in Q2 2026: 1 share worth $37. The stake represents ﹤0.01% of the portfolio and ranks #8180 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in XCLR as recently as Q4 2025.

Morgan Stanley first reported a position in XCLR in Q3 2025 and has held it in 3 quarters since. The position peaked at $42 in Q3 2025. 6 funds tracked by Wall St. Rank hold XCLR as of Q2 2026.

  • Morgan Stanley held 1 share of Global X S&P 500 Collar 95-110 ETF worth $37 as of Q2 2026.
  • Global X S&P 500 Collar 95-110 ETF was a new Morgan Stanley position in Q2 2026.
  • Global X S&P 500 Collar 95-110 ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8180 holding.
  • Morgan Stanley first reported a position in Global X S&P 500 Collar 95-110 ETF in Q3 2025 and has held it in 3 quarters since.
  • Morgan Stanley's Global X S&P 500 Collar 95-110 ETF position peaked at $42 in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Global X S&P 500 Collar 95-110 ETF as of Q2 2026.

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