Cetera Investment Advisers
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Cetera Investment Advisers’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Cetera Investment Advisers’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
2024
Q3 		– Sell
-7,800
Closed -$216K – 3751
2024
Q2 		$216K Buy
+7,800
New +$212K ﹤0.01% 3308

Other funds holding CAPE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $197M AUM 21.75% 1-Year Est. Return
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
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers's CAPE Position: Q3 2024 in Review

Cetera Investment Advisers sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q3 2024, closing a stake of 7,800 shares — an estimated $216K sold.

Cetera Investment Advisers first reported a position in CAPE in Q2 2024 and held it in 1 quarter. The position peaked at $216K in Q2 2024. 35 funds tracked by Wall St. Rank hold CAPE as of Q3 2024.

  • Cetera Investment Advisers reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q3 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 7,800 DoubleLine Shiller CAPE US Equities ETF shares in Q3 2024, an estimated $216K.
  • Cetera Investment Advisers first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2024 and held it in 1 quarter.
  • Cetera Investment Advisers's DoubleLine Shiller CAPE US Equities ETF position peaked at $216K in Q2 2024.
  • 35 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q3 2024.

Based on Cetera Investment Advisers's 13F filing for Q3 2024, filed 13 Nov 2024.