SWP
AEL

Stratos Wealth Partners’s American Equity Investment Life Holding Company AEL Stock Holding History

Stratos Wealth Partners’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
-6,072
Closed -$341K – 1464
2024
Q1 		$341K Buy
6,072
+44
+0.7% +$2.44K 0.01% 1042
2023
Q4 		$336K Hold
6,028
– – 0.01% 1028
2023
Q3 		$323K Hold
6,028
– – 0.01% 984
2023
Q2 		$314K Buy
+6,028
New +$242K 0.01% 940
2023
Q1 		– Sell
-6,029
Closed -$275K – 1225
2022
Q4 		$275K Hold
6,029
– – 0.01% 924
2022
Q3 		$225K Buy
6,029
+1
+0% +$38 0.01% 982
2022
Q2 		$220K Hold
6,028
– – 0.01% 1050
2022
Q1 		$241K Buy
+6,028
New +$243K 0.01% 1083
2018
Q2 		– Sell
-938
Closed -$28K – 2714
2018
Q1 		$28K Hold
938
– – ﹤0.01% 1879
2017
Q4 		$29K Buy
+938
New +$28.4K ﹤0.01% 1778

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 $11.5B AUM 18.82% 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

Stratos Wealth Partners's AEL Position: Q2 2024 in Review

Stratos Wealth Partners sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 6,072 shares — an estimated $341K sold.

Stratos Wealth Partners first reported a position in AEL in Q4 2017 and held it in 10 quarters. The position peaked at $341K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Stratos Wealth Partners reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 6,072 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $341K.
  • Stratos Wealth Partners first reported a position in American Equity Investment Life Holding Company in Q4 2017 and held it in 10 quarters.
  • Stratos Wealth Partners's American Equity Investment Life Holding Company position peaked at $341K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Stratos Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.