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

Foundations Investment Advisors’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 Q2	$11.2M	Buy
2025 Q1	$8.68M	Buy
2024 Q4	$8.37M	Buy
2024 Q3	$4.15M	Buy
2024 Q2	$1.43M	Buy