HF Advisory Group’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

HF Advisory Group's CAPE Position: Q2 2026 in Review

HF Advisory Group increased its DoubleLine Shiller CAPE US Equities ETF (CAPE) stake by 8.7% in Q2 2026, buying an estimated $385K and bringing the position to 149,640 shares worth $4.85M. The position accounts for 1.5% of the portfolio, ranked #15.

HF Advisory Group first reported a position in CAPE in Q4 2022 and has held it in 15 quarters since. 2 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

• HF Advisory Group held 149,640 shares of DoubleLine Shiller CAPE US Equities ETF worth $4.85M as of Q2 2026.
• HF Advisory Group bought 11,951 DoubleLine Shiller CAPE US Equities ETF shares in Q2 2026, an estimated $385K.
• DoubleLine Shiller CAPE US Equities ETF made up 1.5% of HF Advisory Group's portfolio in Q2 2026, its #15 holding.
• HF Advisory Group first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q4 2022 and has held it in 15 quarters since.
• 2 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.