Morgan Stanley
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Morgan Stanley’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Morgan Stanley’s Portfolio ZALT Stock Details ZALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-224
Closed -$7.27K – 8611
2026
Q1 		$7.27K Hold
224
– – ﹤0.01% 7040
2025
Q4 		$7.3K Hold
224
– – ﹤0.01% 6965
2025
Q3 		$7.14K Sell
224
-13,786
-98% -$433K ﹤0.01% 6996
2025
Q2 		$432K Buy
+14,010
New +$421K ﹤0.01% 5536

Other funds holding ZALT

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley's ZALT Position: Q2 2026 in Review

Morgan Stanley sold out of Innovator US Equity 10 Buffer ETF Quarterly (ZALT) in Q2 2026, closing a stake of 224 shares — an estimated $7.27K sold.

Morgan Stanley first reported a position in ZALT in Q2 2025 and held it in 4 quarters. The position peaked at $432K in Q2 2025. 104 funds tracked by Wall St. Rank hold ZALT as of Q2 2026.

  • Morgan Stanley reported no remaining Innovator US Equity 10 Buffer ETF Quarterly position as of Q2 2026 after selling out during the quarter.
  • Morgan Stanley sold 224 Innovator US Equity 10 Buffer ETF Quarterly shares in Q2 2026, an estimated $7.27K.
  • Morgan Stanley first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q2 2025 and held it in 4 quarters.
  • Morgan Stanley's Innovator US Equity 10 Buffer ETF Quarterly position peaked at $432K in Q2 2025.
  • 104 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2026.

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