IPA
SEPI

Investment Planning Advisors’s Shelton Equity Premium Income ETF SEPI Stock Holding History

Investment Planning Advisors’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 		$2.24M Buy
89,348
+17,440
+24% +$455K 0.62% 24
2025
Q4 		$1.89M Buy
+71,908
New +$1.88M 0.55% 24

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
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
CA
Carson Advisory Athens, Georgia $193M AUM 14.52% 1-Year Est. Return

Investment Planning Advisors's SEPI Position: Q1 2026 in Review

Investment Planning Advisors increased its Shelton Equity Premium Income ETF (SEPI) stake by 24% in Q1 2026, buying an estimated $455K and bringing the position to 89,348 shares worth $2.24M. The position accounts for 0.62% of the portfolio, ranked #24.

Investment Planning Advisors 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.

  • Investment Planning Advisors held 89,348 shares of Shelton Equity Premium Income ETF worth $2.24M as of Q1 2026.
  • Investment Planning Advisors bought 17,440 Shelton Equity Premium Income ETF shares in Q1 2026, an estimated $455K.
  • Shelton Equity Premium Income ETF made up 0.62% of Investment Planning Advisors's portfolio in Q1 2026, its #24 holding.
  • Investment Planning Advisors 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 Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.