Avaii Wealth Management’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Avaii Wealth Management’s Portfolio CAPE Stock Details CAPE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$786K	Sell
2025 Q2	$798K	Buy
2025 Q1	$734K	Sell
2024 Q4	$725K	Buy
2024 Q3	$712K	Buy
2024 Q2	$648K	Buy
2024 Q1	$612K	Buy
2023 Q4	$543K	Buy
2023 Q3	$332K	Buy
2023 Q2	$256K	Buy
2023 Q1	$232K	Buy