Shelton Equity Premium Income ETF
Limited financial coverage for SEPI.
Not enough data to compute a meaningful composite — typical for foreign-listed ADRs, recent IPOs, or thinly-covered small caps. Live quote, chart, and any available stats still render below.
Price Chart
About the company
Under typical market conditions, this fund is committed to dedicating at least 80% of its total capital, including any funds borrowed for investment purposes, to common equity holdings.
- IPO
- 2025
- HQ
- San Francisco, CA, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $5.83M
- Div Yield
- 7.89%
- 52W High
- $29.54
- 52W Low
- $24.23
- 50D MA
- $28.79
- 200D MA
- $27.37
- Beta
- 0.76
- RSI (14)
- 56
- Avg Volume
- 57.26K
No earnings-call transcripts are available for SEPI yet.
- Free Float
- 0.0%
- Shares Outstanding
- 200.00K
- Float Shares
- 0
of shares held by institutions
16 13F filers
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Shelton Capital Management | 1.97M | ▲ 73.22K |
| Raymond James Financial Inc | 594.99K | ▲ 319.64K |
| Lpl Financial LLC | 474.95K | ▲ 198.72K |
| Good Steward Wealth Advisors,LLC | 413.88K | ▲ 3.54K |
| Joseph Group Capital Management | 289.77K | ▲ 289.77K |
| Focused Alpha, LLC | 254.51K | ▼ 7.85K |
| Steward Partners Investment Advisory, LLC | 212.04K | ▲ 22.32K |
| Hilton Head Capital Partners, LLC | 202.68K | ▲ 165.18K |
| Investment Planning Advisors, Inc. | 92.06K | ▲ 2.72K |
| Royal Bank Of Canada | 89.64K | ▲ 33.20K |
| Carson Advisory Inc. | 57.84K | ▲ 25.34K |
| Iht Wealth Management, LLC | 46.25K | ▲ 46.25K |
Our SEPI coverage
Recent articles, reports, and earnings notes.
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