Clear Point Advisors’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.44M Buy
2025
Q1
$5.08M Sell
2024
Q4
$6.23M Sell
2024
Q3
$6.43M Sell
2024
Q2
$6.07M Sell
2024
Q1
$7.42M Sell
2023
Q4
$7.11M Buy