UAG
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United Advisor Group’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

United Advisor 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
2026
Q1 		$260K Buy
8,431
+1,050
+14% +$34K 0.03% 424
2025
Q4 		$238K Buy
7,381
+1,184
+19% +$38K 0.03% 434
2025
Q3 		$202K Buy
+6,197
New +$199K 0.03% 442

Other funds holding CAPE

SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
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
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

United Advisor Group's CAPE Position: Q1 2026 in Review

United Advisor Group increased its DoubleLine Shiller CAPE US Equities ETF (CAPE) stake by 14% in Q1 2026, buying an estimated $34K and bringing the position to 8,431 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #424.

United Advisor Group first reported a position in CAPE in Q3 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold CAPE as of Q1 2026.

  • United Advisor Group held 8,431 shares of DoubleLine Shiller CAPE US Equities ETF worth $260K as of Q1 2026.
  • United Advisor Group bought 1,050 DoubleLine Shiller CAPE US Equities ETF shares in Q1 2026, an estimated $34K.
  • DoubleLine Shiller CAPE US Equities ETF made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #424 holding.
  • United Advisor Group first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q3 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.