Creative Planning
AEL

Creative Planning’s American Equity Investment Life Holding Company AEL Stock Holding History

Creative Planning’s Portfolio AEL Stock Details AEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,497
Closed -$871K – 3209
2024
Q1 		$871K Buy
15,497
+6,768
+78% +$376K ﹤0.01% 1422
2023
Q4 		$487K Buy
8,729
+2,126
+32% +$116K ﹤0.01% 1731
2023
Q3 		$354K Sell
6,603
-2,734
-29% -$146K ﹤0.01% 1798
2023
Q2 		$487K Buy
9,337
+2,074
+29% +$83.4K ﹤0.01% 1567
2023
Q1 		$265K Buy
7,263
+842
+13% +$35.8K ﹤0.01% 1906
2022
Q4 		$293K Buy
+6,421
New +$259K ﹤0.01% 1742
2021
Q3 		– Sell
-4,000
Closed -$129K – 2241
2021
Q2 		$129K Buy
+4,000
New +$126K ﹤0.01% 1849
2017
Q3 		– Sell
-2,209
Closed -$58K – 3875
2017
Q2 		$58K Hold
2,209
– – ﹤0.01% 2409
2017
Q1 		$52K Hold
2,209
– – ﹤0.01% 2454
2016
Q4 		$50K Buy
2,209
+209
+10% +$4.18K ﹤0.01% 2394
2016
Q3 		$35K Hold
2,000
– – ﹤0.01% 2643
2016
Q2 		$29K Buy
+2,000
New +$30.2K ﹤0.01% 2528
2015
Q2 		– Sell
-130
Closed -$4K – 3175
2015
Q1 		$4K Buy
+130
New +$3.65K ﹤0.01% 3670

Other funds holding AEL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's AEL Position: Q2 2024 in Review

Creative Planning sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 15,497 shares — an estimated $871K sold.

Creative Planning first reported a position in AEL in Q1 2015 and held it in 13 quarters. The position peaked at $871K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Creative Planning reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Creative Planning sold 15,497 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $871K.
  • Creative Planning first reported a position in American Equity Investment Life Holding Company in Q1 2015 and held it in 13 quarters.
  • Creative Planning's American Equity Investment Life Holding Company position peaked at $871K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.