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CAPECAPE
6 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in DOUBLELINE ETF TRUST

AE Wealth Management LLC holds 689 shares of CAPE (DOUBLELINE ETF TRUST), worth $22,350 as of 2026-Q2. This is a new position. CAPE represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$22,350

Current Shares

689

Total Value Change

+$12,577

Total Shares Change

+363

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
689
-
$22,3500.0%$32.33
26
2025-Q4
Exited
0
-100.0%
$00.0%$32.45
0
2025-Q3
Increased
274
+0.4%
$8,9250.0%$32.21
17
2025-Q2
Decreased
273
-16.3%
$8,6860.0%$31.32
0
2025-Q1
Unchanged
326
0.0%
$9,9110.0%$29.65
0
2024-Q4
New
326
-
$9,7730.0%$29.49
24

Other major holders of CAPE: UBS Group AG

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