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Doubleline shares owned by Pettinga Financial Advisors

Quarter-by-quarter ownership of Doubleline (CAPE) shares owned by Pettinga Financial Advisors from 13F filings

Historical chart of Pettinga Financial Advisors investment in Doubleline

Tip: Access up to 7 years of quarterly data

All positions including Doubleline held by Pettinga Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline by Pettinga Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $265k 8.1k 32.58
2024-12-31 $489k 16k 29.97

More positions owned by Pettinga Financial Advisors

Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Value Etf (EFV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pettinga Financial Advisors

Top funds holding Doubleline

Waddell & Associates
Straightline Group
Walled Lake Planning & Wealth Management
Evensky & Katz
Foundations Investment Advisors
UBS Group
Santori & Peters
Armor Investment Advisors
Clear Point Advisors
HF Advisory Group
Main Street Financial Solutions
Cambridge Investment Research Advisors
Csenge Advisory Group
Bank Of Montreal
Capital Investment Advisors

View all funds holding Doubleline