Concurrent Investment Advisors
SEPI icon

Concurrent Investment Advisors’s Shelton Equity Premium Income ETF SEPI Stock Holding History

Concurrent Investment Advisors’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
Q3 		$267K Buy
+9,302
New +$265K ﹤0.01% 1960

Other funds holding SEPI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Good Steward Wealth Advisors
Good Steward Wealth Advisors Clarksville, Tennessee $167M AUM 10.63% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
Joseph Group Capital Management
Joseph Group Capital Management Columbus, Ohio $562M AUM 15.17% 1-Year Est. Return
Hilton Head Capital Partners
Hilton Head Capital Partners Hilton Head Island, South Carolina $185M AUM 26.97% 1-Year Est. Return
Carson Advisory
Carson Advisory Athens, Georgia $208M AUM 11.02% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Concurrent Investment Advisors's SEPI Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Shelton Equity Premium Income ETF (SEPI) in Q3 2026: 9,302 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #1960 among its holdings.

14 funds tracked by Wall St. Rank hold SEPI as of Q3 2026.

  • Concurrent Investment Advisors held 9,302 shares of Shelton Equity Premium Income ETF worth $267K as of Q3 2026.
  • Shelton Equity Premium Income ETF was a new Concurrent Investment Advisors position in Q3 2026.
  • Shelton Equity Premium Income ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1960 holding.
  • 14 funds tracked by Wall St. Rank held Shelton Equity Premium Income ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.