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

Clear Point 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
Q1 		– Sell
-146,550
Closed -$4.72M – 84
2025
Q4 		$4.72M Sell
146,550
-10,940
-7% -$351K 3.67% 4
2025
Q3 		$5.13M Sell
157,490
-13,618
-8% -$438K 3.99% 3
2025
Q2 		$5.44M Buy
171,108
+4,000
+2% +$121K 4.59% 2
2025
Q1 		$5.08M Sell
167,108
-40,907
-20% -$1.25M 4.57% 2
2024
Q4 		$6.23M Sell
208,015
-9,165
-4% -$280K 5.33% 2
2024
Q3 		$6.43M Sell
217,180
-1,942
-0.9% -$55.5K 4.97% 2
2024
Q2 		$6.07M Sell
219,122
-45,728
-17% -$1.25M 4.99% 2
2024
Q1 		$7.42M Sell
264,850
-2,815
-1% -$75.6K 6.1% 2
2023
Q4 		$7.11M Buy
+267,665
New +$6.59M 6.28% 2

Other funds holding CAPE

SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
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
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clear Point Advisors's CAPE Position: Q1 2026 in Review

Clear Point Advisors sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q1 2026, closing a stake of 146,550 shares — an estimated $4.72M sold.

Clear Point Advisors first reported a position in CAPE in Q4 2023 and held it in 9 quarters. The position peaked at $7.42M in Q1 2024. 48 funds tracked by Wall St. Rank hold CAPE as of Q1 2026.

  • Clear Point Advisors reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q1 2026 after selling out during the quarter.
  • Clear Point Advisors sold 146,550 DoubleLine Shiller CAPE US Equities ETF shares in Q1 2026, an estimated $4.72M.
  • Clear Point Advisors first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q4 2023 and held it in 9 quarters.
  • Clear Point Advisors's DoubleLine Shiller CAPE US Equities ETF position peaked at $7.42M in Q1 2024.
  • 48 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.