Comerica Bank’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Comerica Bank’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
2025 Q4	$597K	Sell	18,526 -217	-1%	-$6.96K	﹤0.01%	1783
2025 Q3	$611K	Hold	18,743	–	–	﹤0.01%	1792
2025 Q2	$596K	Buy	18,743 +2,326	+14%	+$70.6K	﹤0.01%	1789
2025 Q1	$499K	Hold	16,417	–	–	﹤0.01%	1846
2024 Q4	$492K	Buy	16,417 +1,200	+8%	+$36.6K	﹤0.01%	1877
2024 Q3	$450K	Buy	15,217 +4,940	+48%	+$141K	﹤0.01%	1932
2024 Q2	$285K	Buy	10,277 +108	+1%	+$2.94K	﹤0.01%	2112
2024 Q1	$285K	Buy	10,169 +865	+9%	+$23.2K	﹤0.01%	2143
2023 Q4	$247K	Buy	9,304 +7,997	+612%	+$197K	﹤0.01%	2173
2023 Q3	$30.9K	Buy	+1,307	New	+$32.3K	﹤0.01%	2851

Other funds holding CAPE

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Straightline Group Troy, Michigan $139M AUM 2.92% 1-Year Est. Return

Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Santori & Peters Inc Canonsburg, Pennsylvania $372M AUM 30.83% 1-Year Est. Return

Armor Investment Advisors Raleigh, North Carolina $307M AUM 14.23% 1-Year Est. Return

Clear Point Advisors Melville, New York $146M AUM 10.14% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Comerica Bank's CAPE Position: Q4 2025 in Review

Comerica Bank reduced its DoubleLine Shiller CAPE US Equities ETF (CAPE) stake by 1.2% in Q4 2025, selling an estimated $6.96K and leaving 18,526 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Comerica Bank first reported a position in CAPE in Q3 2023 and has held it in 10 quarters since. The position peaked at $611K in Q3 2025. 46 funds tracked by Wall St. Rank hold CAPE as of Q4 2025.

Comerica Bank held 18,526 shares of DoubleLine Shiller CAPE US Equities ETF worth $597K as of Q4 2025.
Comerica Bank sold 217 DoubleLine Shiller CAPE US Equities ETF shares in Q4 2025, an estimated $6.96K.
DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of Comerica Bank's portfolio in Q4 2025, its #1783 holding.
Comerica Bank first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q3 2023 and has held it in 10 quarters since.
Comerica Bank's DoubleLine Shiller CAPE US Equities ETF position peaked at $611K in Q3 2025.
46 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.