Morgan Stanley
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Morgan Stanley’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Morgan Stanley’s Portfolio XJUL Stock Details XJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.75K Hold
92
– – ﹤0.01% 7277
2026
Q1 		$3.58K Hold
92
– – ﹤0.01% 7218
2025
Q4 		$3.6K Hold
92
– – ﹤0.01% 7127
2025
Q3 		$3.53K Buy
+92
New +$3.47K ﹤0.01% 7175

Other funds holding XJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

Morgan Stanley's XJUL Position: Q2 2026 in Review

Morgan Stanley held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q2 2026 at 92 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #7277.

Morgan Stanley first reported a position in XJUL in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

  • Morgan Stanley held 92 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $3.75K as of Q2 2026.
  • Morgan Stanley left its FT Vest US Equity Enhance & Moderate Buffer ETF July share count unchanged in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7277 holding.
  • Morgan Stanley first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

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