Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) Shares Purchased by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC raised its holdings in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 33.3% during the first quarter, Holdings Channel.com reports. The firm owned 12,400 shares of the company’s stock after purchasing an additional 3,100 shares during the period. Kingswood Wealth Advisors LLC’s holdings in Shiller CAPE U.S. Equities ETF were worth $347,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of CAPE. Dana Investment Advisors Inc. lifted its holdings in shares of Shiller CAPE U.S. Equities ETF by 20.8% in the 3rd quarter. Dana Investment Advisors Inc. now owns 20,840 shares of the company’s stock worth $493,000 after acquiring an additional 3,587 shares during the last quarter. Capital Investment Advisors LLC boosted its position in shares of Shiller CAPE U.S. Equities ETF by 27.0% during the fourth quarter. Capital Investment Advisors LLC now owns 71,519 shares of the company’s stock worth $1,897,000 after buying an additional 15,185 shares during the period. International Assets Investment Management LLC grew its stake in shares of Shiller CAPE U.S. Equities ETF by 2,472.5% in the fourth quarter. International Assets Investment Management LLC now owns 2,159,475 shares of the company’s stock valued at $57,291,000 after buying an additional 2,075,531 shares in the last quarter. Transcend Capital Advisors LLC raised its holdings in shares of Shiller CAPE U.S. Equities ETF by 27.7% in the 4th quarter. Transcend Capital Advisors LLC now owns 10,917 shares of the company’s stock valued at $290,000 after buying an additional 2,369 shares during the period. Finally, Avaii Wealth Management LLC boosted its holdings in Shiller CAPE U.S. Equities ETF by 46.1% during the 4th quarter. Avaii Wealth Management LLC now owns 20,470 shares of the company’s stock valued at $543,000 after acquiring an additional 6,460 shares during the period.

Shiller CAPE U.S. Equities ETF Price Performance

Shares of NYSEARCA:CAPE opened at $27.75 on Friday. The firm has a market capitalization of $387.39 million, a PE ratio of 25.30 and a beta of 0.93. The firm’s 50-day moving average is $27.24 and its two-hundred day moving average is $26.97. Shiller CAPE U.S. Equities ETF has a 1 year low of $22.68 and a 1 year high of $28.05.

About Shiller CAPE U.S. Equities ETF

The Barclays ETN+ Shiller Capet ETN (CAPE) is an exchange-traded fund that is based on the Shiller Barclays CAPE US Sector index. The fund is an actively managed, non-transparent ETF that aims to outperform the S&P 500 Index by investing in US stocks of any size from the most undervalued sectors based on the CAPE ratio and momentum factors.