Dana Investment Advisors’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$765K Sell
2025
Q2
$754K Buy
2025
Q1
$685K Sell
2024
Q4
$684K Buy
2024
Q3
$614K Buy
2024
Q2
$558K Sell
2024
Q1
$589K Sell
2023
Q4
$572K Buy
2023
Q3
$493K Buy
2023
Q2
$423K Buy