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TMD Wealth Management’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

TMD Wealth Management’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
2022
Q4 		– Sell
-21,710
Closed -$434K – 45
2022
Q3 		$434K Buy
21,710
+1,886
+10% +$42.1K 0.2% 24
2022
Q2 		$412K Buy
+19,824
New +$451K 0.17% 25

Other funds holding CAPE

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TMD Wealth Management's CAPE Position: Q4 2022 in Review

TMD Wealth Management sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q4 2022, closing a stake of 21,710 shares — an estimated $434K sold.

TMD Wealth Management first reported a position in CAPE in Q2 2022 and held it in 2 quarters. The position peaked at $434K in Q3 2022. 23 funds tracked by Wall St. Rank hold CAPE as of Q4 2022.

  • TMD Wealth Management reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q4 2022 after selling out during the quarter.
  • TMD Wealth Management sold 21,710 DoubleLine Shiller CAPE US Equities ETF shares in Q4 2022, an estimated $434K.
  • TMD Wealth Management first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2022 and held it in 2 quarters.
  • TMD Wealth Management's DoubleLine Shiller CAPE US Equities ETF position peaked at $434K in Q3 2022.
  • 23 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q4 2022.

Based on TMD Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.