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

Kingswood Wealth Advisors’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	$256K	Sell	7,900 -1,800	-19%	-$58K	0.01%	849
2026 Q1	$299K	Sell	9,700 -8,450	-47%	-$274K	0.01%	712
2025 Q4	$585K	Sell	18,150 -1,900	-9%	-$60.9K	0.03%	484
2025 Q3	$653K	Buy	20,050 +1,500	+8%	+$48.3K	0.04%	410
2025 Q2	$590K	Sell	18,550 -150	-0.8%	-$4.55K	0.05%	369
2025 Q1	$568K	Sell	18,700 -10,500	-36%	-$322K	0.05%	361
2024 Q4	$875K	Buy	29,200 +16,100	+123%	+$491K	0.07%	307
2024 Q3	$387K	Sell	13,100 -2,950	-18%	-$84.3K	0.03%	521
2024 Q2	$445K	Buy	16,050 +3,650	+29%	+$99.4K	0.04%	421
2024 Q1	$347K	Buy	12,400 +3,100	+33%	+$83.3K	0.04%	440
2023 Q4	$247K	Buy	+9,300	New	+$229K	0.03%	527

Other funds holding CAPE

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

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 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

Kingswood Wealth Advisors's CAPE Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its DoubleLine Shiller CAPE US Equities ETF (CAPE) stake by 19% in Q2 2026, selling an estimated $58K and leaving 7,900 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #849.

Kingswood Wealth Advisors first reported a position in CAPE in Q4 2023 and has held it in 11 quarters since. The position peaked at $875K in Q4 2024. 47 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

Kingswood Wealth Advisors held 7,900 shares of DoubleLine Shiller CAPE US Equities ETF worth $256K as of Q2 2026.
Kingswood Wealth Advisors sold 1,800 DoubleLine Shiller CAPE US Equities ETF shares in Q2 2026, an estimated $58K.
DoubleLine Shiller CAPE US Equities ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #849 holding.
Kingswood Wealth Advisors first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q4 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's DoubleLine Shiller CAPE US Equities ETF position peaked at $875K in Q4 2024.
47 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.