Lineweaver Wealth Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

Lineweaver Wealth Advisors’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	-7,289	Closed	-$410K	–	136
2024 Q1	$410K	Hold	7,289	–	–	0.1%	106
2023 Q4	$407K	Hold	7,289	–	–	0.11%	107
2023 Q3	$391K	Hold	7,289	–	–	0.11%	105
2023 Q2	$380K	Hold	7,289	–	–	0.11%	92
2023 Q1	$266K	Hold	7,289	–	–	0.08%	110
2022 Q4	$333K	Buy	7,289 +64	+0.9%	+$2.58K	0.1%	101
2022 Q3	$269K	Hold	7,225	–	–	0.09%	110
2022 Q2	$264K	Hold	7,225	–	–	0.09%	109
2022 Q1	$288K	Buy	7,225 +265	+4%	+$10.7K	0.08%	115
2021 Q4	$270K	Buy	6,960 +65	+0.9%	+$2.27K	0.08%	117
2021 Q3	$203K	Buy	+6,895	New	+$215K	0.06%	133

Other funds holding AEL

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return