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Triad Wealth Partners’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Triad Wealth 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
2025
Q4 		– Sell
-7,959
Closed -$259K – 461
2025
Q3 		$259K Buy
+7,959
New +$256K 0.03% 315

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WLPWM
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FIA
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EK
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UBS Group
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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

Triad Wealth Partners's CAPE Position: Q4 2025 in Review

Triad Wealth Partners sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q4 2025, closing a stake of 7,959 shares — an estimated $259K sold.

Triad Wealth Partners first reported a position in CAPE in Q3 2025 and held it in 1 quarter. The position peaked at $259K in Q3 2025. 46 funds tracked by Wall St. Rank hold CAPE as of Q4 2025.

  • Triad Wealth Partners reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q4 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 7,959 DoubleLine Shiller CAPE US Equities ETF shares in Q4 2025, an estimated $259K.
  • Triad Wealth Partners first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q3 2025 and held it in 1 quarter.
  • Triad Wealth Partners's DoubleLine Shiller CAPE US Equities ETF position peaked at $259K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.