Pittenger & Anderson Inc’s Shelton Equity Premium Income ETF SEPI Stock Holding History

Pittenger & Anderson Inc’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	$43.9K	Hold	1,575	–	–	﹤0.01%	322
2026 Q1	$39.5K	Hold	1,575	–	–	﹤0.01%	331
2025 Q4	$41.4K	Hold	1,575	–	–	﹤0.01%	311
2025 Q3	$40.4K	Buy	+1,575	New	+$40.1K	﹤0.01%	308

Other funds holding SEPI

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Pittenger & Anderson Inc's SEPI Position: Q2 2026 in Review

Pittenger & Anderson Inc held its Shelton Equity Premium Income ETF (SEPI) position steady in Q2 2026 at 1,575 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Pittenger & Anderson Inc first reported a position in SEPI in Q3 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold SEPI as of Q2 2026.

Pittenger & Anderson Inc held 1,575 shares of Shelton Equity Premium Income ETF worth $43.9K as of Q2 2026.
Pittenger & Anderson Inc left its Shelton Equity Premium Income ETF share count unchanged in Q2 2026.
Shelton Equity Premium Income ETF made up ﹤0.01% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #322 holding.
Pittenger & Anderson Inc first reported a position in Shelton Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
5 funds tracked by Wall St. Rank held Shelton Equity Premium Income ETF as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.