Creative Financial Designs Inc. ADV Has $37,000 Stock Holdings in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE)

Creative Financial Designs Inc. ADV lifted its position in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 150.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,250 shares of the company’s stock after buying an additional 750 shares during the quarter. Creative Financial Designs Inc. ADV’s holdings in Shiller CAPE U.S. Equities ETF were worth $37,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Dana Investment Advisors Inc. lifted its position in Shiller CAPE U.S. Equities ETF by 10.0% during the 4th quarter. Dana Investment Advisors Inc. now owns 22,814 shares of the company’s stock worth $684,000 after acquiring an additional 2,068 shares during the last quarter. Kingswood Wealth Advisors LLC increased its stake in shares of Shiller CAPE U.S. Equities ETF by 122.9% in the fourth quarter. Kingswood Wealth Advisors LLC now owns 29,200 shares of the company’s stock worth $875,000 after purchasing an additional 16,100 shares during the period. Capital Investment Advisors LLC lifted its position in shares of Shiller CAPE U.S. Equities ETF by 4.3% during the 4th quarter. Capital Investment Advisors LLC now owns 91,822 shares of the company’s stock worth $2,752,000 after purchasing an additional 3,820 shares during the last quarter. Bank of Montreal Can boosted its stake in Shiller CAPE U.S. Equities ETF by 1.8% during the 3rd quarter. Bank of Montreal Can now owns 96,765 shares of the company’s stock valued at $2,861,000 after purchasing an additional 1,754 shares during the period. Finally, HF Advisory Group LLC grew its position in Shiller CAPE U.S. Equities ETF by 3.0% during the fourth quarter. HF Advisory Group LLC now owns 108,698 shares of the company’s stock worth $3,257,000 after buying an additional 3,217 shares in the last quarter.

Shiller CAPE U.S. Equities ETF Trading Up 0.1 %

CAPE stock opened at $30.05 on Friday. The business’s 50 day moving average is $30.77 and its 200-day moving average is $30.40. The firm has a market cap of $298.10 million, a P/E ratio of 28.23 and a beta of 1.12. Shiller CAPE U.S. Equities ETF has a 1-year low of $26.21 and a 1-year high of $32.13.

Shiller CAPE U.S. Equities ETF Profile

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.