AE Wealth Management LLC
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 1697723
TOPEKA, KS
Position in CAPE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$22,349
+$13,423 QoQ
Shares Held
689
+151.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 33 holders
Holding Since
Dec 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,349 | 689 | Shares | Other | 2026-08-03 | |
| 2025-09-30 | $8,926 | 274 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $8,684 | 273 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $9,907 | 326 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $9,769 | 326 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||