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
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

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

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPI

Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return

AIA

Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return

CPA

Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Main Street Financial Solutions's CAPE Position: Q4 2025 in Review

Main Street Financial Solutions increased its DoubleLine Shiller CAPE US Equities ETF (CAPE) stake by 14% in Q4 2025, buying an estimated $499K and bringing the position to 126,347 shares worth $4.07M. The position accounts for 0.3% of the portfolio, ranked #70.

Main Street Financial Solutions first reported a position in CAPE in Q2 2024 and has held it in 6 quarters since. 46 funds tracked by Wall St. Rank hold CAPE as of Q4 2025.

Main Street Financial Solutions held 126,347 shares of DoubleLine Shiller CAPE US Equities ETF worth $4.07M as of Q4 2025.
Main Street Financial Solutions bought 15,556 DoubleLine Shiller CAPE US Equities ETF shares in Q4 2025, an estimated $499K.
DoubleLine Shiller CAPE US Equities ETF made up 0.3% of Main Street Financial Solutions's portfolio in Q4 2025, its #70 holding.
Main Street Financial Solutions first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2024 and has held it in 6 quarters since.
46 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.