IHT Wealth Management’s Shelton Equity Premium Income ETF SEPI Stock Holding History

IHT Wealth Management’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	$1.29M	Buy	+46,254	New	+$1.26M	0.03%	523

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

IHT Wealth Management's SEPI Position: Q2 2026 in Review

IHT Wealth Management opened a new position in Shelton Equity Premium Income ETF (SEPI) in Q2 2026: 46,254 shares worth $1.29M. The stake represents 0.03% of the portfolio and ranks #523 among its holdings.

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

IHT Wealth Management held 46,254 shares of Shelton Equity Premium Income ETF worth $1.29M as of Q2 2026.
Shelton Equity Premium Income ETF was a new IHT Wealth Management position in Q2 2026.
Shelton Equity Premium Income ETF made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #523 holding.
21 funds tracked by Wall St. Rank held Shelton Equity Premium Income ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.