DFA
SEPI

DHJJ Financial Advisors’s Shelton Equity Premium Income ETF SEPI Stock Holding History

DHJJ Financial 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
Q1 		$401 Hold
16
– – ﹤0.01% 918
2025
Q4 		$421 Buy
+16
New +$419 ﹤0.01% 873

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

DHJJ Financial Advisors's SEPI Position: Q1 2026 in Review

DHJJ Financial Advisors held its Shelton Equity Premium Income ETF (SEPI) position steady in Q1 2026 at 16 shares worth $401. The position accounts for ﹤0.01% of the portfolio, ranked #918.

DHJJ Financial Advisors first reported a position in SEPI in Q4 2025 and has held it in 2 quarters since. The position peaked at $421 in Q4 2025. 16 funds tracked by Wall St. Rank hold SEPI as of Q1 2026.

  • DHJJ Financial Advisors held 16 shares of Shelton Equity Premium Income ETF worth $401 as of Q1 2026.
  • DHJJ Financial Advisors left its Shelton Equity Premium Income ETF share count unchanged in Q1 2026.
  • Shelton Equity Premium Income ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #918 holding.
  • DHJJ Financial Advisors first reported a position in Shelton Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • DHJJ Financial Advisors's Shelton Equity Premium Income ETF position peaked at $421 in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Shelton Equity Premium Income ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.