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Shelton Equity Premium Income ETF
SEPI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Shelton Capital Management
1
Shelton Capital Management
Colorado
USD 54.9 M +USD 2 M +73,225 +4%
Raymond James Financial
2
Raymond James Financial
Florida
USD 16.6 M +USD 8.74 M +319,639 +116%
LPL Financial
3
LPL Financial
California
USD 13.2 M +USD 5.43 M +198,725 +72%
GSWA
4
Good Steward Wealth Advisors
Tennessee
USD 11.5 M +USD 96.7 k +3,536 +0.9%
JGCM
5
Joseph Group Capital Management
Ohio
USD 8.07 M +USD 7.92 M +289,766 Nuevas
FAL
6
Focused Alpha LLC
Colorado
USD 7.09 M -USD 215 k -7,854 -3%
Steward Partners Investment Advisory
7
Steward Partners Investment Advisory
New York
USD 5.91 M +USD 610 k +22,322 +12%
HHCP
8
Hilton Head Capital Partners
South Carolina
USD 5.64 M +USD 4.52 M +165,181 +440%
IPA
9
Investment Planning Advisors
Georgia
USD 2.56 M +USD 74.2 k +2,716 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 2.5 M +USD 908 k +33,205 +59%
CA
11
Carson Advisory
Georgia
USD 1.61 M +USD 693 k +25,336 +78%
IHT Wealth Management
12
IHT Wealth Management
Illinois
USD 1.29 M +USD 1.26 M +46,254 Nuevas
IFG Advisory
13
IFG Advisory
Georgia
USD 773 k +USD 759 k +27,773 Nuevas
Western Wealth Management
14
Western Wealth Management
Colorado
USD 558 k +USD 111 k +4,078 +26%
Private Advisor Group
15
Private Advisor Group
New Jersey
USD 509 k +USD 198 k +7,227 +65%
Global Retirement Partners
16
Global Retirement Partners
California
USD 223 k +USD 219 k +8,000 Nuevas
Citadel Advisors
17
Citadel Advisors
Florida
USD 222 k +USD 218 k +7,980 Nuevas
Pittenger & Anderson Inc
18
Pittenger & Anderson Inc
Nebraska
USD 43.9 k – – –
Jones Financial Companies
19
Jones Financial Companies
Missouri
USD 11.7 k +USD 11.6 k +423 Nuevas
Harbour Investments
20
Harbour Investments
Wisconsin
USD 2.26 k +USD 2.21 k +81 Nuevas
DFA
21
DHJJ Financial Advisors
Illinois
USD 446 – – –
Jane Street
22
Jane Street
New York
– -USD 2.69 M -107,211 Cerradas
GSEP
23
Golden State Equity Partners
California
– -USD 437 k -17,457 Cerradas