AWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.69K Sell
273
-53
-16% -$1.69K ﹤0.01% 1894
2025
Q1 		$9.91K Hold
326
– – ﹤0.01% 1859
2024
Q4 		$9.77K Buy
+326
New +$9.77K ﹤0.01% 1847