Kestra Advisory Services’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Kestra Advisory Services’s Portfolio CAPE Stock Details CAPE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$210K	Hold
2025 Q4	$219K	Hold
2025 Q3	$222K	Hold
2025 Q2	$216K	Hold
2025 Q1	$207K	Buy
2023 Q2	–	Sell
2023 Q1	$291K	Sell
2022 Q4	$4.6M	Buy