| 8/15/2025 | Brown Financial Advisors | 6,679 | $279K | 0.1% | N/A | 0.343% | |
| 8/14/2025 | Jane Street Group LLC | 66,965 | $2.80M | 0.0% | N/A | 3.434% | |
| 8/14/2025 | Raymond James Financial Inc. | 31,424 | $1.31M | 0.0% | +394.7% | 1.611% | |
| 8/14/2025 | Sentinus LLC | 21,040 | $878K | 0.2% | +26.7% | 1.079% | |
| 8/12/2025 | JPMorgan Chase & Co. | 3,691 | $154K | 0.0% | -31.3% | 0.189% | |
| 8/8/2025 | Cetera Investment Advisers | 35,681 | $1.49M | 0.0% | -1.3% | 1.854% | |
| 8/6/2025 | AE Wealth Management LLC | 5,062 | $211K | 0.0% | -10.2% | 0.263% | |
| 8/4/2025 | Jim Saulnier & Associates LLC | 29,647 | $1.24M | 0.8% | -11.9% | 1.540% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 33,785 | $1.41M | 0.0% | -13.0% | 1.755% | |
| 7/29/2025 | Mattson Financial Services LLC | 5,577 | $233K | 0.1% | N/A | 0.290% | |
Get the Latest News and Ratings for JULT and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for AllianzIM U.S. Large Cap Buffer10 Jul ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 7/28/2025 | WealthPLAN Partners LLC | 5,585 | $233K | 0.0% | -94.3% | 0.290% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 31,739 | $1.33M | 0.1% | -84.9% | 1.649% | |
| 7/28/2025 | Harbour Investments Inc. | 8,243 | $344K | 0.0% | +465.0% | 0.428% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 23,855 | $996K | 0.0% | -20.1% | 1.239% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 1,768 | $68K | 0.0% | N/A | 0.093% | |
| 7/8/2025 | Paladin Wealth LLC | 5,441 | $227K | 0.2% | N/A | 0.286% | |
| 7/8/2025 | Gradient Investments LLC | 605,507 | $25.28M | 0.5% | N/A | 31.869% | |
| 5/15/2025 | OLD Mission Capital LLC | 8,294 | $317K | 0.0% | -70.6% | 0.441% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 5,662 | $217K | 0.0% | -30.6% | 0.301% | |
| 5/12/2025 | WealthPLAN Partners LLC | 97,178 | $3.72M | 0.5% | N/A | 5.169% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 209,504 | $8.01M | 0.8% | N/A | 11.144% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 29,863 | $1.14M | 0.0% | -21.6% | 1.588% | |
| 5/8/2025 | Harbour Investments Inc. | 1,459 | $56K | 0.0% | -35.7% | 0.078% | |
| 5/6/2025 | Cetera Investment Advisers | 36,161 | $1.38M | 0.0% | -7.6% | 1.923% | |
| 5/6/2025 | AE Wealth Management LLC | 5,638 | $216K | 0.0% | -12.5% | 0.300% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 38,830 | $1.49M | 0.0% | +0.9% | 2.920% | |
| 4/24/2025 | Money Concepts Capital Corp | 12,126 | $464K | 0.0% | +2.5% | 0.912% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,747 | $220K | 0.0% | +13.0% | 0.432% | |
| 3/12/2025 | Centaurus Financial Inc. | 32,136 | $1.27M | 0.1% | -11.2% | 2.380% | |
| 2/25/2025 | Armis Advisers LLC | 18,656 | $736K | 0.1% | N/A | 1.261% | |
| 2/17/2025 | Cetera Investment Advisers | 39,121 | $1.54M | 0.0% | -14.3% | 4.471% | |
| 2/17/2025 | Citadel Advisors LLC | 16,017 | $632K | 0.0% | +7.6% | 1.831% | |
| 2/14/2025 | Jane Street Group LLC | 13,091 | $517K | 0.0% | N/A | 1.496% | |
| 2/13/2025 | Raymond James Financial Inc. | 6,366 | $251K | 0.0% | N/A | 0.728% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 38,477 | $1.52M | 0.0% | +6.0% | 4.397% | |
| 2/12/2025 | OLD Mission Capital LLC | 28,196 | $1.11M | 0.0% | +74.8% | 3.222% | |
| 2/11/2025 | Grantvest Financial Group LLC | 24,102 | $951K | 1.1% | N/A | 2.755% | |
| 2/11/2025 | LPL Financial LLC | 9,727 | $384K | 0.0% | -15.0% | 1.112% | |
| 2/10/2025 | Harbour Investments Inc. | 2,269 | $90K | 0.0% | -64.6% | 0.259% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 5,087 | $201K | 0.0% | N/A | 0.581% | |
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad) On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers.
But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies.
American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained. Click here to download the guide and protect your assets before Sept 15th. |
| 2/10/2025 | Commonwealth Equity Services LLC | 179,077 | $7.07M | 0.0% | +1.9% | 20.466% | |
| 2/6/2025 | Raymond James Financial Inc. | 6,366 | $251K | 0.0% | N/A | 0.728% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 38,067 | $1.50M | 0.0% | +10.5% | 4.351% | |
| 1/27/2025 | Money Concepts Capital Corp | 11,826 | $467K | 0.0% | -21.9% | 1.352% | |
| 1/21/2025 | RFG Advisory LLC | 89,647 | $3.54M | 0.1% | -2.3% | 10.245% | |
| 1/15/2025 | Kaye Capital Management | 328,026 | $12.94M | 5.9% | -1.7% | 37.489% | |
| 11/25/2024 | Sanctuary Advisors LLC | 7,112 | $282K | 0.0% | N/A | 0.813% | |
| 11/12/2024 | Centaurus Financial Inc. | 36,189 | $1.40M | 0.1% | +1,214.1% | 4.136% | |
| 11/12/2024 | Jim Saulnier & Associates LLC | 33,655 | $1.30M | 1.3% | N/A | 3.846% | |
| 11/5/2024 | Harbour Investments Inc. | 6,406 | $248K | 0.0% | +552.3% | 0.732% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 8,548 | $331K | 0.0% | -9.3% | 0.977% | |
| 10/22/2024 | McAdam LLC | 5,321 | $206K | 0.0% | N/A | 0.608% | |
| 10/21/2024 | Kaye Capital Management | 333,596 | $12.91M | 5.2% | +2,344.3% | 38.125% | |
| 10/17/2024 | RFG Advisory LLC | 91,784 | $3.55M | 0.1% | N/A | 10.490% | |
| 10/9/2024 | Nvest Financial LLC | 7,834 | $303K | 0.2% | N/A | 0.895% | |
| 9/23/2024 | Centaurus Financial Inc. | 2,754 | $102K | 0.0% | -52.9% | 0.315% | |
| 8/22/2024 | Cetera Investment Advisers | 43,488 | $1.61M | 0.0% | +15.0% | 4.970% | |
| 8/13/2024 | AE Wealth Management LLC | 910,867 | $33.70M | 0.3% | +3,535.5% | 104.099% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 156,867 | $5.80M | 0.0% | +18.0% | 17.928% | |
| 7/22/2024 | Focus Financial Network Inc. | 8,763 | $329K | 0.0% | +21.3% | 1.001% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 9,428 | $349K | 0.0% | N/A | 1.077% | |
| 7/10/2024 | Csenge Advisory Group | 5,552 | $205K | 0.0% | N/A | 0.635% | |
| 5/24/2024 | Cetera Advisors LLC | 11,802 | $423K | 0.0% | -4.1% | 1.349% | |
| 5/10/2024 | Osaic Holdings Inc. | 269,706 | $9.67M | 0.0% | -46.2% | 29.967% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 132,905 | $4.77M | 0.0% | -41.7% | 14.767% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 8,220 | $295K | 0.0% | +4.0% | 0.822% | |
| 4/19/2024 | Kaye Capital Management | 14,720 | $528K | 0.2% | -11.4% | 1.472% | |
| 2/26/2024 | Centaurus Financial Inc. | 6,323 | $212K | 0.0% | -9.5% | 0.297% | |
| 2/13/2024 | Lloyd Advisory Services LLC. | 45,443 | $1.53M | 0.7% | N/A | 2.133% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 7,227 | $243K | 0.0% | N/A | 0.339% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 16,939 | $569K | 0.0% | -14.5% | 0.795% | |
| 1/29/2024 | Kaye Capital Management | 16,613 | $567K | 0.3% | -10.9% | 0.780% | |
| 1/26/2024 | B.O.S.S. Retirement Advisors LLC | 22,894 | $769K | 0.1% | +9.0% | 1.075% | |
| 1/18/2024 | Great Lakes Retirement Inc. | 11,460 | $385K | 0.1% | -18.8% | 0.538% | |
| 1/8/2024 | B.O.S.S. Retirement Advisors LLC | 19,896 | $614K | 0.1% | -5.3% | 0.934% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 19,821 | $612K | 0.0% | -22.1% | 0.931% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 6,638 | $205K | 0.0% | N/A | 0.312% | |
| 11/7/2023 | Kaye Capital Management | 18,640 | $575K | 0.3% | N/A | 0.875% | |
| 11/6/2023 | Authentikos Wealth Advisory LLC | 7,052 | $218K | 0.2% | N/A | 0.331% | |
| 11/6/2023 | Corrado Advisors LLC | 48,181 | $1.49M | 1.0% | -1.3% | 2.262% | |
| 11/1/2023 | Money Concepts Capital Corp | 15,427 | $476K | 0.1% | +8.7% | 0.724% | |
| 10/30/2023 | Blue Bell Private Wealth Management LLC | 6,939 | $214K | 0.1% | N/A | 0.326% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 229,253 | $7.07M | 0.0% | +66.4% | 10.763% | |
| 10/17/2023 | B.O.S.S. Retirement Advisors LLC | 21,009 | $648K | 0.1% | N/A | 0.986% | |
| 10/12/2023 | AdvisorNet Financial Inc | 1,000 | $31K | 0.0% | +100.0% | 0.047% | |
| 10/11/2023 | AE Wealth Management LLC | 1,234,800 | $38.10M | 0.2% | +49.1% | 57.972% | |
| 8/10/2023 | Osaic Holdings Inc. | 82,941 | $2.62M | 0.0% | +5.2% | 3.894% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 137,807 | $4.36M | 0.0% | +197.3% | 6.470% | |
| 8/10/2023 | Corrado Advisors LLC | 48,818 | $1.55M | 1.1% | N/A | 2.292% | |
| 8/10/2023 | Cetera Advisors LLC | 8,762 | $277K | 0.0% | +16.7% | 0.411% | |
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad) On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers.
But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies.
American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained. Click here to download the guide and protect your assets before Sept 15th. |
| 8/10/2023 | Cetera Advisor Networks LLC | 22,776 | $721K | 0.0% | -4.1% | 1.069% | |
| 8/8/2023 | Allianz Investment Management U.S. LLC | 1,310 | $41K | 0.0% | N/A | 0.062% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 25,440 | $805K | 0.0% | +143.0% | 1.194% | |
| 8/1/2023 | Money Concepts Capital Corp | 14,186 | $449K | 0.0% | N/A | 0.666% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 1,500 | $47K | 0.0% | N/A | 0.077% | |
| 7/10/2023 | AE Wealth Management LLC | 828,175 | $26.20M | 0.2% | N/A | 42.471% | |
| 6/14/2023 | Atria Wealth Solutions Inc. | 10,470 | $290K | 0.0% | N/A | 0.537% | |
MarketBeat All Access