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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

AE Wealth Management's CAPE Position: Q4 2025 in Review

AE Wealth Management sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q4 2025, closing a stake of 274 shares — an estimated $8.93K sold.

AE Wealth Management first reported a position in CAPE in Q4 2024 and held it in 4 quarters. The position peaked at $9.91K in Q1 2025. 46 funds tracked by Wall St. Rank hold CAPE as of Q4 2025.

  • AE Wealth Management reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 274 DoubleLine Shiller CAPE US Equities ETF shares in Q4 2025, an estimated $8.93K.
  • AE Wealth Management first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q4 2024 and held it in 4 quarters.
  • AE Wealth Management's DoubleLine Shiller CAPE US Equities ETF position peaked at $9.91K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.