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 Q2	$4M	Buy	+123,241	New	+$3.97M	3.54%	7
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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B 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 $323M AUM 17.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MSFS

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Clear Point Advisors's CAPE Position: Q2 2026 in Review

Clear Point Advisors opened a new position in DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q2 2026: 123,241 shares worth $4M. The stake represents 3.54% of the portfolio and ranks #7 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in CAPE as recently as Q4 2025.

Clear Point Advisors first reported a position in CAPE in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.42M in Q1 2024. 47 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

Clear Point Advisors held 123,241 shares of DoubleLine Shiller CAPE US Equities ETF worth $4M as of Q2 2026.
DoubleLine Shiller CAPE US Equities ETF was a new Clear Point Advisors position in Q2 2026.
DoubleLine Shiller CAPE US Equities ETF made up 3.54% of Clear Point Advisors's portfolio in Q2 2026, its #7 holding.
Clear Point Advisors first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's DoubleLine Shiller CAPE US Equities ETF position peaked at $7.42M in Q1 2024.
47 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.