PFA
CAPE icon

Pettinga Financial Advisors’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Pettinga Financial 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
2025
Q4 		– Sell
-8,128
Closed -$265K – 149
2025
Q3 		$265K Buy
+8,128
New +$262K 0.05% 115
2025
Q1 		– Sell
-16,300
Closed -$488K – 130
2024
Q4 		$488K Buy
+16,300
New +$497K 0.11% 84

Other funds holding CAPE

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SG
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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
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

Pettinga Financial Advisors's CAPE Position: Q4 2025 in Review

Pettinga Financial Advisors sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q4 2025, closing a stake of 8,128 shares — an estimated $265K sold.

Pettinga Financial Advisors first reported a position in CAPE in Q4 2024 and held it in 2 quarters. The position peaked at $488K in Q4 2024. 46 funds tracked by Wall St. Rank hold CAPE as of Q4 2025.

  • Pettinga Financial Advisors reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q4 2025 after selling out during the quarter.
  • Pettinga Financial Advisors sold 8,128 DoubleLine Shiller CAPE US Equities ETF shares in Q4 2025, an estimated $265K.
  • Pettinga Financial Advisors first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q4 2024 and held it in 2 quarters.
  • Pettinga Financial Advisors's DoubleLine Shiller CAPE US Equities ETF position peaked at $488K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q4 2025.

Based on Pettinga Financial Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.