Golden State Equity Partners’s Shelton Equity Premium Income ETF SEPI Stock Holding History

Golden State Equity 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	–	Sell	-17,457	Closed	-$437K	–	1933
2026 Q1	$437K	Buy	17,457 +6,907	+65%	+$180K	0.03%	486
2025 Q4	$278K	Buy	+10,550	New	+$276K	0.04%	412

Other funds holding SEPI

SCM

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

Golden State Equity Partners's SEPI Position: Q2 2026 in Review

Golden State Equity Partners sold out of Shelton Equity Premium Income ETF (SEPI) in Q2 2026, closing a stake of 17,457 shares — an estimated $437K sold.

Golden State Equity Partners first reported a position in SEPI in Q4 2025 and held it in 2 quarters. The position peaked at $437K in Q1 2026. 21 funds tracked by Wall St. Rank hold SEPI as of Q2 2026.

Golden State Equity Partners reported no remaining Shelton Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 17,457 Shelton Equity Premium Income ETF shares in Q2 2026, an estimated $437K.
Golden State Equity Partners first reported a position in Shelton Equity Premium Income ETF in Q4 2025 and held it in 2 quarters.
Golden State Equity Partners's Shelton Equity Premium Income ETF position peaked at $437K in Q1 2026.
21 funds tracked by Wall St. Rank held Shelton Equity Premium Income ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.