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
Q2 		$446 Hold
16
– – ﹤0.01% 916
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 $5.39B AUM 56.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
HHCP
Hilton Head Capital Partners Hilton Head Island, South Carolina $198M AUM
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DHJJ Financial Advisors's SEPI Position: Q2 2026 in Review

DHJJ Financial Advisors held its Shelton Equity Premium Income ETF (SEPI) position steady in Q2 2026 at 16 shares worth $446. The position accounts for ﹤0.01% of the portfolio, ranked #916.

DHJJ Financial Advisors first reported a position in SEPI in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold SEPI as of Q2 2026.

  • DHJJ Financial Advisors held 16 shares of Shelton Equity Premium Income ETF worth $446 as of Q2 2026.
  • DHJJ Financial Advisors left its Shelton Equity Premium Income ETF share count unchanged in Q2 2026.
  • Shelton Equity Premium Income ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #916 holding.
  • DHJJ Financial Advisors first reported a position in Shelton Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Shelton Equity Premium Income ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.