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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
Q2 		– Sell
-33,476
Closed -$1.03M – 158
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

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

Armor Investment Advisors's CAPE Position: Q2 2026 in Review

Armor Investment Advisors sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q2 2026, closing a stake of 33,476 shares — an estimated $1.03M sold.

Armor Investment Advisors first reported a position in CAPE in Q2 2024 and held it in 8 quarters. The position peaked at $7.36M in Q3 2025. 47 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

  • Armor Investment Advisors reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q2 2026 after selling out during the quarter.
  • Armor Investment Advisors sold 33,476 DoubleLine Shiller CAPE US Equities ETF shares in Q2 2026, an estimated $1.03M.
  • Armor Investment Advisors first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2024 and held it in 8 quarters.
  • Armor Investment Advisors's DoubleLine Shiller CAPE US Equities ETF position peaked at $7.36M in Q3 2025.
  • 47 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

Based on Armor Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.