LWA
AEL

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

ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Lineweaver Wealth Advisors's AEL Position: Q2 2024 in Review

Lineweaver Wealth Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 7,289 shares — an estimated $410K sold.

Lineweaver Wealth Advisors first reported a position in AEL in Q3 2021 and held it in 11 quarters. The position peaked at $410K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Lineweaver Wealth Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 7,289 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $410K.
  • Lineweaver Wealth Advisors first reported a position in American Equity Investment Life Holding Company in Q3 2021 and held it in 11 quarters.
  • Lineweaver Wealth Advisors's American Equity Investment Life Holding Company position peaked at $410K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.