Hantz Financial Services’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Hantz Financial Services’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	$55K	Buy	+1,781	New	+$57.7K	﹤0.01%	1516

Other funds holding CAPE

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Hantz Financial Services's CAPE Position: Q1 2026 in Review

Hantz Financial Services opened a new position in DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q1 2026: 1,781 shares worth $55K. The stake represents ﹤0.01% of the portfolio and ranks #1516 among its holdings.

48 funds tracked by Wall St. Rank hold CAPE as of Q1 2026.

Hantz Financial Services held 1,781 shares of DoubleLine Shiller CAPE US Equities ETF worth $55K as of Q1 2026.
DoubleLine Shiller CAPE US Equities ETF was a new Hantz Financial Services position in Q1 2026.
DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #1516 holding.
48 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.