HHCP
SEPI

Hilton Head Capital Partners’s Shelton Equity Premium Income ETF SEPI Stock Holding History

Hilton Head Capital 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 		$5.64M Buy
202,683
+165,181
+440% +$4.52M 2.84% 2
2026
Q1 		$940K Buy
+37,502
New +$979K 0.53% 51

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
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
CA
Carson Advisory Athens, Georgia $218M AUM 20.51% 1-Year Est. Return

Hilton Head Capital Partners's SEPI Position: Q2 2026 in Review

Hilton Head Capital Partners increased its Shelton Equity Premium Income ETF (SEPI) stake by 440% in Q2 2026, buying an estimated $4.52M and bringing the position to 202,683 shares worth $5.64M. The position accounts for 2.84% of the portfolio, ranked #2.

Hilton Head Capital Partners first reported a position in SEPI in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold SEPI as of Q2 2026.

  • Hilton Head Capital Partners held 202,683 shares of Shelton Equity Premium Income ETF worth $5.64M as of Q2 2026.
  • Hilton Head Capital Partners bought 165,181 Shelton Equity Premium Income ETF shares in Q2 2026, an estimated $4.52M.
  • Shelton Equity Premium Income ETF made up 2.84% of Hilton Head Capital Partners's portfolio in Q2 2026, its #2 holding.
  • Hilton Head Capital Partners first reported a position in Shelton Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Shelton Equity Premium Income ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.