AE Wealth Management’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

AE Wealth Management’s Portfolio CAPE Stock Details CAPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.4K	Buy	+689	New	+$22.2K	﹤0.01%	2235
2025 Q4	–	Sell	-274	Closed	-$8.93K	–	2466
2025 Q3	$8.93K	Buy	274 +1	+0.4%	+$32	﹤0.01%	2013
2025 Q2	$8.69K	Sell	273 -53	-16%	-$1.61K	﹤0.01%	1894
2025 Q1	$9.91K	Hold	326	–	–	﹤0.01%	1859
2024 Q4	$9.77K	Buy	+326	New	+$9.95K	﹤0.01%	1847

Other funds holding CAPE

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SPI

Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CPA

Clear Point Advisors Melville, New York $113M AUM 15% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

AE Wealth Management's CAPE Position: Q2 2026 in Review

AE Wealth Management opened a new position in DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q2 2026: 689 shares worth $22.4K. The stake represents ﹤0.01% of the portfolio and ranks #2235 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in CAPE as recently as Q3 2025.

AE Wealth Management first reported a position in CAPE in Q4 2024 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

AE Wealth Management held 689 shares of DoubleLine Shiller CAPE US Equities ETF worth $22.4K as of Q2 2026.
DoubleLine Shiller CAPE US Equities ETF was a new AE Wealth Management position in Q2 2026.
DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2235 holding.
AE Wealth Management first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q4 2024 and has held it in 5 quarters since.
47 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.