Joseph Group Capital Management’s Shelton Equity Premium Income ETF SEPI Stock Holding History

Joseph Group Capital 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	$8.07M	Buy	+289,766	New	+$7.92M	1.7%	18

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

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

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

Joseph Group Capital Management's SEPI Position: Q2 2026 in Review

Joseph Group Capital Management opened a new position in Shelton Equity Premium Income ETF (SEPI) in Q2 2026: 289,766 shares worth $8.07M. The stake represents 1.7% of the portfolio and ranks #18 among its holdings.

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

Joseph Group Capital Management held 289,766 shares of Shelton Equity Premium Income ETF worth $8.07M as of Q2 2026.
Shelton Equity Premium Income ETF was a new Joseph Group Capital Management position in Q2 2026.
Shelton Equity Premium Income ETF made up 1.7% of Joseph Group Capital Management's portfolio in Q2 2026, its #18 holding.
21 funds tracked by Wall St. Rank held Shelton Equity Premium Income ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.