Global Retirement Partners’s Shelton Equity Premium Income ETF SEPI Stock Holding History

Global Retirement Partners’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	$223K	Buy	+8,000	New	+$219K	﹤0.01%	1530

Other funds holding SEPI

Shelton Capital Management Denver, Colorado $5.39B AUM 56.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Good Steward Wealth Advisors Clarksville, Tennessee $167M AUM 10.63% 1-Year Est. Return

Joseph Group Capital Management Columbus, Ohio $562M AUM 15.17% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Hilton Head Capital Partners Hilton Head Island, South Carolina $185M AUM 26.97% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Global Retirement Partners's SEPI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Shelton Equity Premium Income ETF (SEPI) in Q2 2026: 8,000 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1530 among its holdings.

21 funds tracked by Wall St. Rank hold SEPI as of Q2 2026.

Global Retirement Partners held 8,000 shares of Shelton Equity Premium Income ETF worth $223K as of Q2 2026.
Shelton Equity Premium Income ETF was a new Global Retirement Partners position in Q2 2026.
Shelton Equity Premium Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1530 holding.
21 funds tracked by Wall St. Rank held Shelton Equity Premium Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.