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SEPI
Shelton Equity Premium Income ETF
SEPI
SEPI
28.82
USD
+0.01
0.03%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
0.03%
5 days
0.59%
1 month
0%
3 months
1.84%
6 months
10.59%
Year to date
8.63%
1 year
15.46%
5 years
15.46%
10 years
15.46%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
SCM
1
Shelton Capital Management
Denver,
Colorado
| $38.2M | +$28.8M | +1,101,355 | +314% |
|
| 2 |
GSWA
2
Good Steward Wealth Advisors
Clarksville,
Tennessee
| $10.8M | +$336K | +12,836 | +3% |
|
| 3 |
FAL
3
Focused Alpha LLC
Denver,
Colorado
| $3.62M | +$3.61M | +137,735 | New |
|
| 4 |
IPA
4
Investment Planning Advisors
Cumming,
Georgia
| $1.89M | +$1.88M | +71,908 | New |
|
| 5 |
GSEP
5
Golden State Equity Partners
South Coast Metro,
California
| $278K | +$276K | +10,550 | New |
|
| 6 |
PAI
6
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $41.4K | – | – | – |
|
| 7 |
DFA
7
DHJJ Financial Advisors
Naperville,
Illinois
| $421 | +$419 | +16 | New |
|
| 8 |
8
Bank of America
Charlotte,
North Carolina
| – | -$8.11K | -316 | Closed |
|