Creative Financial Designs’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Creative Financial Designs’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	$32.1K	Sell	990 -14,440	-94%	-$465K	﹤0.01%	1157
2026 Q1	$476K	Sell	15,430 -150	-1%	-$4.86K	0.03%	344
2025 Q4	$502K	Sell	15,580 -675	-4%	-$21.6K	0.03%	324
2025 Q3	$530K	Buy	16,255 +1,500	+10%	+$48.3K	0.04%	318
2025 Q2	$469K	Buy	14,755 +13,505	+1,080%	+$410K	0.03%	330
2025 Q1	$38K	Hold	1,250	–	–	﹤0.01%	919
2024 Q4	$37.5K	Buy	1,250 +750	+150%	+$22.9K	﹤0.01%	888
2024 Q3	$14.8K	Hold	500	–	–	﹤0.01%	1091
2024 Q2	$13.9K	Buy	+500	New	+$13.6K	﹤0.01%	1071

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

CPA

Clear Point Advisors Melville, New York $113M AUM 15% 1-Year Est. Return

MSFS

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

Creative Financial Designs's CAPE Position: Q2 2026 in Review

Creative Financial Designs reduced its DoubleLine Shiller CAPE US Equities ETF (CAPE) stake by 94% in Q2 2026, selling an estimated $465K and leaving 990 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Creative Financial Designs first reported a position in CAPE in Q2 2024 and has held it in 9 quarters since. The position peaked at $530K in Q3 2025. 47 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

Creative Financial Designs held 990 shares of DoubleLine Shiller CAPE US Equities ETF worth $32.1K as of Q2 2026.
Creative Financial Designs sold 14,440 DoubleLine Shiller CAPE US Equities ETF shares in Q2 2026, an estimated $465K.
DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1157 holding.
Creative Financial Designs first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2024 and has held it in 9 quarters since.
Creative Financial Designs's DoubleLine Shiller CAPE US Equities ETF position peaked at $530K in Q3 2025.
47 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.