LPL Financial
SEPI

LPL Financial’s Shelton Equity Premium Income ETF SEPI Stock Holding History

LPL Financial’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 		$13.2M Buy
474,947
+198,725
+72% +$5.43M ﹤0.01% 1888
2026
Q1 		$6.92M Buy
+276,222
New +$7.21M ﹤0.01% 2342

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
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
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

LPL Financial's SEPI Position: Q2 2026 in Review

LPL Financial increased its Shelton Equity Premium Income ETF (SEPI) stake by 72% in Q2 2026, buying an estimated $5.43M and bringing the position to 474,947 shares worth $13.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

LPL Financial 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.

  • LPL Financial held 474,947 shares of Shelton Equity Premium Income ETF worth $13.2M as of Q2 2026.
  • LPL Financial bought 198,725 Shelton Equity Premium Income ETF shares in Q2 2026, an estimated $5.43M.
  • Shelton Equity Premium Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1888 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.