Capital Analysts LLC’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Capital Analysts LLC’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	$92K	Hold	2,846	–	–	﹤0.01%	858
2026 Q1	$88K	Hold	2,846	–	–	﹤0.01%	825
2025 Q4	$92K	Hold	2,846	–	–	﹤0.01%	782
2025 Q3	$93K	Hold	2,846	–	–	﹤0.01%	749
2025 Q2	$91K	Hold	2,846	–	–	﹤0.01%	691
2025 Q1	$86K	Sell	2,846 -500	-15%	-$15.3K	﹤0.01%	672
2024 Q4	$100K	Sell	3,346 -140	-4%	-$4.27K	﹤0.01%	612
2024 Q3	$103K	Hold	3,486	–	–	﹤0.01%	582
2024 Q2	$97K	Hold	3,486	–	–	﹤0.01%	579
2024 Q1	$98K	Hold	3,486	–	–	﹤0.01%	555
2023 Q4	$92K	Hold	3,486	–	–	﹤0.01%	542
2023 Q3	$83K	Hold	3,486	–	–	﹤0.01%	519
2023 Q2	$85K	Hold	3,486	–	–	﹤0.01%	492
2023 Q1	$79K	Hold	3,486	–	–	﹤0.01%	512
2022 Q4	$73K	Buy	3,486 +861	+33%	+$18.3K	﹤0.01%	556
2022 Q3	$53K	Hold	2,625	–	–	﹤0.01%	554
2022 Q2	$55K	Buy	+2,625	New	+$59.8K	﹤0.01%	540

Other funds holding CAPE

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.7B 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 $336M AUM 14.9% 1-Year Est. Return

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

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Capital Analysts LLC's CAPE Position: Q2 2026 in Review

Capital Analysts LLC held its DoubleLine Shiller CAPE US Equities ETF (CAPE) position steady in Q2 2026 at 2,846 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Capital Analysts LLC first reported a position in CAPE in Q2 2022 and has held it in 17 quarters since. The position peaked at $103K in Q3 2024. 47 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

Capital Analysts LLC held 2,846 shares of DoubleLine Shiller CAPE US Equities ETF worth $92K as of Q2 2026.
Capital Analysts LLC left its DoubleLine Shiller CAPE US Equities ETF share count unchanged in Q2 2026.
DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #858 holding.
Capital Analysts LLC first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2022 and has held it in 17 quarters since.
Capital Analysts LLC's DoubleLine Shiller CAPE US Equities ETF position peaked at $103K in Q3 2024.
47 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.