Kestra Advisory Services, LLC
Position in CAPE — DoubleLine Shiller Cape U.S. Equities ETF
CIK 1830819
AUSTIN, TX
All Filings in CAPE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,985 | 6,806 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $219,398 | 6,806 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $221,739 | 6,806 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $216,498 | 6,806 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $206,834 | 6,806 | Shares | Sole | 2025-05-14 | |
| 2023-03-31 | $291,150 | 12,843 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,595,727 | 218,740 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||