Pittenger & Anderson Inc
SEPI icon

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
Q3 		$45.2K Hold
1,575
– – ﹤0.01% 325
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

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IPA
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Concurrent Investment Advisors
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Kingswood Wealth Advisors
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DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Pittenger & Anderson Inc's SEPI Position: Q3 2026 in Review

Pittenger & Anderson Inc held its Shelton Equity Premium Income ETF (SEPI) position steady in Q3 2026 at 1,575 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Pittenger & Anderson Inc first reported a position in SEPI in Q3 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold SEPI as of Q3 2026.

  • Pittenger & Anderson Inc held 1,575 shares of Shelton Equity Premium Income ETF worth $45.2K as of Q3 2026.
  • Pittenger & Anderson Inc left its Shelton Equity Premium Income ETF share count unchanged in Q3 2026.
  • Shelton Equity Premium Income ETF made up ﹤0.01% of Pittenger & Anderson Inc's portfolio in Q3 2026, its #325 holding.
  • Pittenger & Anderson Inc first reported a position in Shelton Equity Premium Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held Shelton Equity Premium Income ETF as of Q3 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2026, filed 2 Nov 2026.