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Ameritas Advisory Services’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-125
Closed -$2.83K – 834
2023
Q1 		$2.83K Buy
+125
New +$2.8K ﹤0.01% 2312

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SFG
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WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Ameritas Advisory Services's CAPE Position: Q2 2023 in Review

Ameritas Advisory Services sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q2 2023, closing a stake of 125 shares — an estimated $2.83K sold.

Ameritas Advisory Services first reported a position in CAPE in Q1 2023 and held it in 1 quarter. The position peaked at $2.83K in Q1 2023. 25 funds tracked by Wall St. Rank hold CAPE as of Q2 2023.

  • Ameritas Advisory Services reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 125 DoubleLine Shiller CAPE US Equities ETF shares in Q2 2023, an estimated $2.83K.
  • Ameritas Advisory Services first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's DoubleLine Shiller CAPE US Equities ETF position peaked at $2.83K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.