Imprint Wealth’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Imprint Wealth’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	$1.17K	Buy	+36	New	+$1.16K	﹤0.01%	245

Other funds holding CAPE

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return

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

Clear Point Advisors Melville, New York $113M AUM 15% 1-Year Est. Return

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Imprint Wealth's CAPE Position: Q2 2026 in Review

Imprint Wealth opened a new position in DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q2 2026: 36 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #245 among its holdings.

47 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

Imprint Wealth held 36 shares of DoubleLine Shiller CAPE US Equities ETF worth $1.17K as of Q2 2026.
DoubleLine Shiller CAPE US Equities ETF was a new Imprint Wealth position in Q2 2026.
DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of Imprint Wealth's portfolio in Q2 2026, its #245 holding.
47 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.