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Regal Investment Advisors’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Regal Investment 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
2024
Q2 		– Sell
-9,609
Closed -$269K – 572
2024
Q1 		$269K Sell
9,609
-49
-0.5% -$1.32K 0.02% 482
2023
Q4 		$256K Buy
+9,658
New +$238K 0.02% 450

Other funds holding CAPE

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
SFG
Socha Financial Group Corning, New York $197M AUM 21.75% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Regal Investment Advisors's CAPE Position: Q2 2024 in Review

Regal Investment Advisors sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q2 2024, closing a stake of 9,609 shares — an estimated $269K sold.

Regal Investment Advisors first reported a position in CAPE in Q4 2023 and held it in 2 quarters. The position peaked at $269K in Q1 2024. 33 funds tracked by Wall St. Rank hold CAPE as of Q2 2024.

  • Regal Investment Advisors reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q2 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 9,609 DoubleLine Shiller CAPE US Equities ETF shares in Q2 2024, an estimated $269K.
  • Regal Investment Advisors first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q4 2023 and held it in 2 quarters.
  • Regal Investment Advisors's DoubleLine Shiller CAPE US Equities ETF position peaked at $269K in Q1 2024.
  • 33 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2024.

Based on Regal Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.