SG
CAPE icon

StoneX Group’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

StoneX Group’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
Q4 		– Sell
-15,910
Closed -$471K – 872
2024
Q3 		$471K Sell
15,910
-5,949
-27% -$170K 0.03% 373
2024
Q2 		$606K Buy
21,859
+1,426
+7% +$38.8K 0.05% 296
2024
Q1 		$572K Sell
20,433
-31,188
-60% -$838K 0.05% 285
2023
Q4 		$1.37M Buy
51,621
+973
+2% +$24K 0.14% 141
2023
Q3 		$1.2M Sell
50,648
-79,563
-61% -$1.96M 0.13% 143
2023
Q2 		$3.19M Buy
130,211
+62,267
+92% +$1.43M 0.33% 57
2023
Q1 		$1.54M Sell
67,944
-1,574
-2% -$35.2K 0.17% 111
2022
Q4 		$1.46M Buy
+69,518
New +$1.48M 0.17% 114

Other funds holding CAPE

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $113M AUM 15% 1-Year Est. Return

StoneX Group's CAPE Position: Q4 2024 in Review

StoneX Group sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q4 2024, closing a stake of 15,910 shares — an estimated $471K sold.

StoneX Group first reported a position in CAPE in Q4 2022 and held it in 8 quarters. The position peaked at $3.19M in Q2 2023. 39 funds tracked by Wall St. Rank hold CAPE as of Q4 2024.

  • StoneX Group reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q4 2024 after selling out during the quarter.
  • StoneX Group sold 15,910 DoubleLine Shiller CAPE US Equities ETF shares in Q4 2024, an estimated $471K.
  • StoneX Group first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q4 2022 and held it in 8 quarters.
  • StoneX Group's DoubleLine Shiller CAPE US Equities ETF position peaked at $3.19M in Q2 2023.
  • 39 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q4 2024.

Based on StoneX Group's 13F filing for Q4 2024, filed 12 Feb 2025.