Kestra Advisory Services, LLC
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 1830819
AUSTIN, TX
Position in CAPE
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$209,985
-$9,413 QoQ
Shares Held
6,806
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
7 quarters on record
Common Shares in CAPE Over Time
Shares Held
Position Value (USD)
All Filings in CAPE
Export CSV
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. | ||||||