Carson Advisory’s Shelton Equity Premium Income ETF SEPI Stock Holding History

Carson Advisory’s Portfolio SEPI Stock Details SEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$814K	Buy	+32,500	New	+$848K	0.42%	58

Other funds holding SEPI

SCM

Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return

GSWA

Good Steward Wealth Advisors Clarksville, Tennessee $156M AUM 13.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $324M AUM

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $363M AUM 16.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HHCP

Hilton Head Capital Partners Hilton Head Island, South Carolina $177M AUM

Carson Advisory's SEPI Position: Q1 2026 in Review

Carson Advisory opened a new position in Shelton Equity Premium Income ETF (SEPI) in Q1 2026: 32,500 shares worth $814K. The stake represents 0.42% of the portfolio and ranks #58 among its holdings.

16 funds tracked by Wall St. Rank hold SEPI as of Q1 2026.

Carson Advisory held 32,500 shares of Shelton Equity Premium Income ETF worth $814K as of Q1 2026.
Shelton Equity Premium Income ETF was a new Carson Advisory position in Q1 2026.
Shelton Equity Premium Income ETF made up 0.42% of Carson Advisory's portfolio in Q1 2026, its #58 holding.
16 funds tracked by Wall St. Rank held Shelton Equity Premium Income ETF as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.