Spire Wealth Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Spire Wealth Management’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	-10	Closed	-$562	–	2419
2024 Q1	$562	Hold	10	–	–	﹤0.01%	2284
2023 Q4	$557	Buy	+10	New	+$544	﹤0.01%	2349

Other funds holding AEL

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Spire Wealth Management's AEL Position: Q2 2024 in Review

Spire Wealth Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 10 shares — an estimated $562 sold.

Spire Wealth Management first reported a position in AEL in Q4 2023 and held it in 2 quarters. The position peaked at $562 in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Spire Wealth Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 10 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $562.
Spire Wealth Management first reported a position in American Equity Investment Life Holding Company in Q4 2023 and held it in 2 quarters.
Spire Wealth Management's American Equity Investment Life Holding Company position peaked at $562 in Q1 2024.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.