KINGSWOOD WEALTH ADVISORS, LLC
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 1987855
SAN DIEGO, CA
Position in CAPE
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$299,274
-$285,809 QoQ
Shares Held
9,700
-46.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAPE Over Time
Shares Held
Position Value (USD)
All Filings in CAPE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $299,274 | 9,700 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $585,083 | 18,150 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $653,229 | 20,050 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $590,075 | 18,550 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $568,293 | 18,700 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $875,036 | 29,200 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $387,629 | 13,100 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $444,922 | 16,050 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $347,200 | 12,400 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $246,729 | 9,300 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||