HFS
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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
Q2 		$28K Sell
852
-929
-52% -$29.9K ﹤0.01% 1843
2026
Q1 		$55K Buy
+1,781
New +$57.7K ﹤0.01% 1516

Other funds holding CAPE

SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $113M AUM 15% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Hantz Financial Services's CAPE Position: Q2 2026 in Review

Hantz Financial Services reduced its DoubleLine Shiller CAPE US Equities ETF (CAPE) stake by 52% in Q2 2026, selling an estimated $29.9K and leaving 852 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Hantz Financial Services first reported a position in CAPE in Q1 2026 and has held it in 2 quarters since. The position peaked at $55K in Q1 2026. 47 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

  • Hantz Financial Services held 852 shares of DoubleLine Shiller CAPE US Equities ETF worth $28K as of Q2 2026.
  • Hantz Financial Services sold 929 DoubleLine Shiller CAPE US Equities ETF shares in Q2 2026, an estimated $29.9K.
  • DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1843 holding.
  • Hantz Financial Services first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q1 2026 and has held it in 2 quarters since.
  • Hantz Financial Services's DoubleLine Shiller CAPE US Equities ETF position peaked at $55K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.