WWM
SEPI

Western Wealth Management’s Shelton Equity Premium Income ETF SEPI Stock Holding History

Western Wealth 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 		$558K Buy
20,035
+4,078
+26% +$111K 0.02% 637
2026
Q1 		$400K Buy
+15,957
New +$416K 0.02% 697

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Western Wealth Management's SEPI Position: Q2 2026 in Review

Western Wealth Management increased its Shelton Equity Premium Income ETF (SEPI) stake by 26% in Q2 2026, buying an estimated $111K and bringing the position to 20,035 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #637.

Western Wealth Management 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.

  • Western Wealth Management held 20,035 shares of Shelton Equity Premium Income ETF worth $558K as of Q2 2026.
  • Western Wealth Management bought 4,078 Shelton Equity Premium Income ETF shares in Q2 2026, an estimated $111K.
  • Shelton Equity Premium Income ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #637 holding.
  • Western Wealth Management 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 Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.