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Root Financial Partners’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Root Financial Partners’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 		– Sell
-1,034
Closed -$31.9K – 856
2026
Q1 		$31.9K Buy
+1,034
New +$33.5K ﹤0.01% 1084

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CPA
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IAIM
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SC
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UAG
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KWA
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Root Financial Partners's CAPE Position: Q2 2026 in Review

Root Financial Partners sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q2 2026, closing a stake of 1,034 shares — an estimated $31.9K sold.

Root Financial Partners first reported a position in CAPE in Q1 2026 and held it in 1 quarter. The position peaked at $31.9K in Q1 2026. 14 funds tracked by Wall St. Rank hold CAPE as of Q2 2026.

  • Root Financial Partners reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,034 DoubleLine Shiller CAPE US Equities ETF shares in Q2 2026, an estimated $31.9K.
  • Root Financial Partners first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's DoubleLine Shiller CAPE US Equities ETF position peaked at $31.9K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.