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Estate Planners Group’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Estate Planners Group’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
Q1 		– Sell
-208
Closed -$6.72K – 119
2025
Q4 		$6.72K Buy
+208
New +$6.67K ﹤0.01% 312

Other funds holding CAPE

SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Estate Planners Group's CAPE Position: Q1 2026 in Review

Estate Planners Group sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q1 2026, closing a stake of 208 shares — an estimated $6.72K sold.

Estate Planners Group first reported a position in CAPE in Q4 2025 and held it in 1 quarter. The position peaked at $6.72K in Q4 2025. 48 funds tracked by Wall St. Rank hold CAPE as of Q1 2026.

  • Estate Planners Group reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 208 DoubleLine Shiller CAPE US Equities ETF shares in Q1 2026, an estimated $6.72K.
  • Estate Planners Group first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's DoubleLine Shiller CAPE US Equities ETF position peaked at $6.72K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.