Skip to main content

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

AEL holding history

American National Group Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEL overviewAll 13F holders of AELFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of AEL by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−12,587−100.0%Sold outHolders
Q4 202312,587$702.3K<0.1%−151−1.2%ReducedHolders
Q3 202312,738$683.2K<0.1%−251−1.9%ReducedHolders
Q2 202312,989$676.8K<0.1%−265−2.0%ReducedHolders
Q1 202313,254$483.6K<0.1%−1,409−9.6%ReducedHolders
Q4 202214,663$668.9K<0.1%+483+3.4%AddedHolders
Q3 202214,180$529.0K<0.1%+1,644+13.1%AddedHolders
Q2 202212,536$458.0K<0.1%+244+2.0%AddedHolders
Q1 202212,292$491.0K<0.1%+2,337+23.5%AddedHolders
Q4 20219,955$387.0K<0.1%+15+0.2%AddedHolders
Q3 20219,940$294.0K<0.1%−1,005−9.2%ReducedHolders
Q2 202110,945$354.0K<0.1%+393+3.7%AddedHolders
Q1 202110,552$333.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.