CAPE — DOUBLELINE ETF TRUST

Ownership history in AE Wealth Management LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in DOUBLELINE ETF TRUST (CAPE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 274 +1 +0.4% 0.00% $9K $32.32
2025 Q2 REDUCED 273 -53 -16.3% 0.00% $9K $31.45
2025 Q1 UNCHANGED 326 — 0% 0.00% $10K $29.96
2024 Q4 INITIATED 326 — — 0.00% $10K $29.55
% of Fund (quarterly)    CAPE price (monthly, adj. close)

Other funds also holding CAPE

As of 2025 Q4 — sorted by position size

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3Y 8.58% WADDELL & ASSOCIATES, LLC 3Y 4.56% Clear Point Advisors Inc. 3.67% Santori & Peters, Inc. 3Y 7Y 2.78% Armor Investment Advisors, LLC 3Y 7Y 2.64% HF Advisory Group, LLC 3Y 1.37% Evensky & Katz LLC 3Y 7Y 0.96% Socha Financial Group, LLC 3Y 0.94% Main Street Financial Solutions, LLC 3Y 0.3% AVAII WEALTH MANAGEMENT, LLC 3Y 0.27%
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