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

Navis 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 Q1	$255K	Buy	+8,251	New	+$267K	0.13%	150

Other funds holding CAPE

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

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

SPI

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

HAG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Navis Wealth Advisors's CAPE Position: Q1 2026 in Review

Navis Wealth Advisors opened a new position in DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q1 2026: 8,251 shares worth $255K. The stake represents 0.13% of the portfolio and ranks #150 among its holdings.

48 funds tracked by Wall St. Rank hold CAPE as of Q1 2026.

Navis Wealth Advisors held 8,251 shares of DoubleLine Shiller CAPE US Equities ETF worth $255K as of Q1 2026.
DoubleLine Shiller CAPE US Equities ETF was a new Navis Wealth Advisors position in Q1 2026.
DoubleLine Shiller CAPE US Equities ETF made up 0.13% of Navis Wealth Advisors's portfolio in Q1 2026, its #150 holding.
48 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.