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Legacy Wealth Management (Idaho)’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		$99.2K Hold
3,215
– – 0.05% 182
2025
Q4 		$104K Buy
3,215
+26
+0.8% +$833 0.05% 143
2025
Q3 		$104K Buy
3,189
+11
+0.3% +$354 0.05% 125
2025
Q2 		$101K Sell
3,178
-1,093
-26% -$33.2K 0.05% 109
2025
Q1 		$130K Buy
+4,271
New +$131K 0.09% 87

Other funds holding CAPE

SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CAPE Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its DoubleLine Shiller CAPE US Equities ETF (CAPE) position steady in Q1 2026 at 3,215 shares worth $99.2K. The position accounts for 0.05% of the portfolio, ranked #182.

Legacy Wealth Management (Idaho) first reported a position in CAPE in Q1 2025 and has held it in 5 quarters since. The position peaked at $130K in Q1 2025. 48 funds tracked by Wall St. Rank hold CAPE as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 3,215 shares of DoubleLine Shiller CAPE US Equities ETF worth $99.2K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its DoubleLine Shiller CAPE US Equities ETF share count unchanged in Q1 2026.
  • DoubleLine Shiller CAPE US Equities ETF made up 0.05% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #182 holding.
  • Legacy Wealth Management (Idaho) first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q1 2025 and has held it in 5 quarters since.
  • Legacy Wealth Management (Idaho)'s DoubleLine Shiller CAPE US Equities ETF position peaked at $130K in Q1 2025.
  • 48 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.