Main Street Financial Solutions’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Main Street Financial Solutions’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	$3.23M	Buy	99,549 +5,269	+6%	+$170K	0.21%	105
2026 Q1	$2.91M	Sell	94,280 -32,067	-25%	-$1.04M	0.21%	95
2025 Q4	$4.07M	Buy	126,347 +15,556	+14%	+$499K	0.3%	70
2025 Q3	$3.61M	Buy	110,791 +11,145	+11%	+$359K	0.23%	92
2025 Q2	$3.17M	Sell	99,646 -12,793	-11%	-$388K	0.23%	97
2025 Q1	$3.42M	Buy	+112,439	New	+$3.45M	0.3%	71
2024 Q4	–	Sell	-101,061	Closed	-$2.99M	–	497
2024 Q3	$2.99M	Buy	101,061 +26,546	+36%	+$759K	0.27%	79
2024 Q2	$2.07M	Buy	+74,515	New	+$2.03M	0.19%	105

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

CAG

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

Main Street Financial Solutions's CAPE Position: Q2 2026 in Review

Main Street Financial Solutions increased its DoubleLine Shiller CAPE US Equities ETF (CAPE) stake by 5.6% in Q2 2026, buying an estimated $170K and bringing the position to 99,549 shares worth $3.23M. The position accounts for 0.21% of the portfolio, ranked #105.

Main Street Financial Solutions first reported a position in CAPE in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.07M in Q4 2025. 47 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

Main Street Financial Solutions held 99,549 shares of DoubleLine Shiller CAPE US Equities ETF worth $3.23M as of Q2 2026.
Main Street Financial Solutions bought 5,269 DoubleLine Shiller CAPE US Equities ETF shares in Q2 2026, an estimated $170K.
DoubleLine Shiller CAPE US Equities ETF made up 0.21% of Main Street Financial Solutions's portfolio in Q2 2026, its #105 holding.
Main Street Financial Solutions first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2024 and has held it in 8 quarters since.
Main Street Financial Solutions's DoubleLine Shiller CAPE US Equities ETF position peaked at $4.07M in Q4 2025.
47 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.