Armor Investment Advisors’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Armor Investment Advisors’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 Q1	$1.03M	Sell	33,476 -188,943	-85%	-$6.12M	0.37%	49
2025 Q4	$7.17M	Sell	222,419 -3,557	-2%	-$114K	2.64%	9
2025 Q3	$7.36M	Buy	225,976 +208,954	+1,228%	+$6.72M	2.33%	10
2025 Q2	$541K	Buy	17,022 +1,313	+8%	+$39.9K	0.2%	65
2025 Q1	$477K	Buy	15,709 +559	+4%	+$17.1K	0.2%	65
2024 Q4	$454K	Buy	15,150 +142	+0.9%	+$4.33K	0.19%	68
2024 Q3	$444K	Buy	15,008 +2,385	+19%	+$68.2K	0.18%	71
2024 Q2	$350K	Buy	+12,623	New	+$344K	0.16%	78

Other funds holding CAPE

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SPI

Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return

HAG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Armor Investment Advisors's CAPE Position: Q1 2026 in Review

Armor Investment Advisors reduced its DoubleLine Shiller CAPE US Equities ETF (CAPE) stake by 85% in Q1 2026, selling an estimated $6.12M and leaving 33,476 shares worth $1.03M. The position accounts for 0.37% of the portfolio, ranked #49.

Armor Investment Advisors first reported a position in CAPE in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.36M in Q3 2025. 48 funds tracked by Wall St. Rank hold CAPE as of Q1 2026.

Armor Investment Advisors held 33,476 shares of DoubleLine Shiller CAPE US Equities ETF worth $1.03M as of Q1 2026.
Armor Investment Advisors sold 188,943 DoubleLine Shiller CAPE US Equities ETF shares in Q1 2026, an estimated $6.12M.
DoubleLine Shiller CAPE US Equities ETF made up 0.37% of Armor Investment Advisors's portfolio in Q1 2026, its #49 holding.
Armor Investment Advisors first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2024 and has held it in 8 quarters since.
Armor Investment Advisors's DoubleLine Shiller CAPE US Equities ETF position peaked at $7.36M in Q3 2025.
48 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2026.

Based on Armor Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.