Golden State Equity Partners’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Golden State Equity Partners’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
2024 Q4	–	Sell	-7,048	Closed	-$209K	–	511
2024 Q3	$209K	Buy	+7,048	New	+$201K	0.11%	177
2023 Q4	$334K	Sell	12,588 -46	-0.4%	-$1.13K	0.08%	257
2023 Q3	$299K	Buy	12,634 +2	+0%	+$49	0.08%	256
2023 Q2	$309K	Buy	+12,632	New	+$290K	0.09%	262

Other funds holding CAPE

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Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

SPI

Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return

SFG

Socha Financial Group Corning, New York $197M AUM 21.75% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

CPA

Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return

Golden State Equity Partners's CAPE Position: Q4 2024 in Review

Golden State Equity Partners sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q4 2024, closing a stake of 7,048 shares — an estimated $209K sold.

Golden State Equity Partners first reported a position in CAPE in Q2 2023 and held it in 4 quarters. The position peaked at $334K in Q4 2023. 39 funds tracked by Wall St. Rank hold CAPE as of Q4 2024.

Golden State Equity Partners reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q4 2024 after selling out during the quarter.
Golden State Equity Partners sold 7,048 DoubleLine Shiller CAPE US Equities ETF shares in Q4 2024, an estimated $209K.
Golden State Equity Partners first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2023 and held it in 4 quarters.
Golden State Equity Partners's DoubleLine Shiller CAPE US Equities ETF position peaked at $334K in Q4 2023.
39 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.