CREATIVE FINANCIAL DESIGNS INC /ADV
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 819864
KOKOMO, IN
Position in CAPE
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$476,061
-$26,175 QoQ
Shares Held
15,430
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAPE Over Time
Shares Held
Position Value (USD)
All Filings in CAPE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $476,061 | 15,430 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $502,236 | 15,580 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $529,587 | 16,255 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $469,356 | 14,755 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $37,987 | 1,250 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $37,458 | 1,250 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,795 | 500 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $13,860 | 500 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||