Royal Bank of Canada
SEPI

Royal Bank of Canada’s Shelton Equity Premium Income ETF SEPI Stock Holding History

Royal Bank of Canada’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 		$2.5M Buy
89,645
+33,205
+59% +$908K ﹤0.01% 3145
2026
Q1 		$1.41M Buy
+56,440
New +$1.47M ﹤0.01% 3362

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

Royal Bank of Canada's SEPI Position: Q2 2026 in Review

Royal Bank of Canada increased its Shelton Equity Premium Income ETF (SEPI) stake by 59% in Q2 2026, buying an estimated $908K and bringing the position to 89,645 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3145.

Royal Bank of Canada 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.

  • Royal Bank of Canada held 89,645 shares of Shelton Equity Premium Income ETF worth $2.5M as of Q2 2026.
  • Royal Bank of Canada bought 33,205 Shelton Equity Premium Income ETF shares in Q2 2026, an estimated $908K.
  • Shelton Equity Premium Income ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q2 2026, its #3145 holding.
  • Royal Bank of Canada 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 Royal Bank of Canada's 13F filing for Q2 2026, filed 14 Aug 2026.