Commonwealth Equity Services
CAPE icon

Commonwealth Equity Services’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Commonwealth Equity Services’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 		– Sell
-7,371
Closed -$240K – 4301
2025
Q3 		$240K Sell
7,371
-2
-0% -$64 ﹤0.01% 3816
2025
Q2 		$235K Buy
+7,373
New +$224K ﹤0.01% 3803

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EK
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AIA
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CPA
Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Commonwealth Equity Services's CAPE Position: Q4 2025 in Review

Commonwealth Equity Services sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q4 2025, closing a stake of 7,371 shares — an estimated $240K sold.

Commonwealth Equity Services first reported a position in CAPE in Q2 2025 and held it in 2 quarters. The position peaked at $240K in Q3 2025. 46 funds tracked by Wall St. Rank hold CAPE as of Q4 2025.

  • Commonwealth Equity Services reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 7,371 DoubleLine Shiller CAPE US Equities ETF shares in Q4 2025, an estimated $240K.
  • Commonwealth Equity Services first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2025 and held it in 2 quarters.
  • Commonwealth Equity Services's DoubleLine Shiller CAPE US Equities ETF position peaked at $240K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.