GSEP
SEPI

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
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 $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

Golden State Equity Partners's SEPI Position: Q1 2026 in Review

Golden State Equity Partners increased its Shelton Equity Premium Income ETF (SEPI) stake by 65% in Q1 2026, buying an estimated $180K and bringing the position to 17,457 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #486.

Golden State Equity Partners first reported a position in SEPI in Q4 2025 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold SEPI as of Q1 2026.

  • Golden State Equity Partners held 17,457 shares of Shelton Equity Premium Income ETF worth $437K as of Q1 2026.
  • Golden State Equity Partners bought 6,907 Shelton Equity Premium Income ETF shares in Q1 2026, an estimated $180K.
  • Shelton Equity Premium Income ETF made up 0.03% of Golden State Equity Partners's portfolio in Q1 2026, its #486 holding.
  • Golden State Equity Partners first reported a position in Shelton Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Shelton Equity Premium Income ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.