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

HF Advisory Group’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 		$4.85M Buy
149,640
+11,951
+9% +$385K 1.5% 15
2026
Q1 		$4.25M Buy
137,689
+10,336
+8% +$335K 1.45% 16
2025
Q4 		$4.11M Buy
127,353
+7,838
+7% +$251K 1.43% 15
2025
Q3 		$3.89M Sell
119,515
-574
-0.5% -$18.5K 1.43% 14
2025
Q2 		$3.82M Buy
120,089
+6,176
+5% +$187K 1.51% 14
2025
Q1 		$3.46M Buy
113,913
+5,215
+5% +$160K 1.51% 12
2024
Q4 		$3.26M Buy
108,698
+3,217
+3% +$98.2K 1.5% 13
2024
Q3 		$3.12M Buy
105,481
+1,550
+1% +$44.3K 1.45% 11
2024
Q2 		$2.88M Buy
103,931
+7,103
+7% +$193K 1.49% 12
2024
Q1 		$2.71M Buy
96,828
+695
+0.7% +$18.7K 1.52% 9
2023
Q4 		$2.55M Sell
96,133
-228
-0.2% -$5.62K 1.63% 9
2023
Q3 		$2.28M Sell
96,361
-524
-0.5% -$12.9K 1.69% 10
2023
Q2 		$2.37M Sell
96,885
-31,844
-25% -$730K 1.87% 10
2023
Q1 		$2.92M Buy
128,729
+13,431
+12% +$301K 2.59% 4
2022
Q4 		$2.42M Buy
+115,298
New +$2.45M 2.45% 4

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
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
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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. 47 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.
  • 47 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.