SEPI · Insider trading · 13F holders · Congress trades
Shelton Equity Premium Income ETF (SEPI)
Who is buying and selling SEPI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 7
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SEPI at a glance
- No open-market insider purchases or sales of SEPI were filed in the last 90 days.
- 7 13F filers hold SEPI among their 50 largest positions, worth $93.2M combined. The biggest bets by portfolio weight are Good Steward Wealth Advisors,LLC (7.0%), Hilton Head Capital Partners, LLC (3.2%) and Focused Alpha, LLC (2.1%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in SEPI.
SEPI insider trading
No open-market insider purchases or sales of SEPI were filed in the last 90 days.
Who owns SEPI? Hedge funds and superinvestors
7 13F filers hold SEPI among their 50 largest positions, worth $93.2M combined. The biggest bets by portfolio weight are Good Steward Wealth Advisors,LLC (7.0%), Hilton Head Capital Partners, LLC (3.2%) and Focused Alpha, LLC (2.1%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Shelton Capital ManagementMutual fund manager | 1.0% | $54.9M | 1,972,250 | +3.9% shares | Q2 2026 |
| Good Steward Wealth Advisors,LLCWealth manager | 7.0% | $11.5M | 413,875 | +0.9% shares | Q2 2026 |
| Focused Alpha, LLCWealth manager | 2.1% | $8.6M | 300,809 | +18.2% shares | Q3 2026 |
| Joseph Group Capital ManagementWealth manager | 1.7% | $8.1M | 289,766 | — | Q2 2026 |
| Hilton Head Capital Partners, LLCWealth manager | 3.2% | $5.9M | 205,559 | +1.4% shares | Q3 2026 |
| Investment Planning Advisors, Inc.Wealth manager | 0.6% | $2.5M | 88,499 | -3.9% shares | Q3 2026 |
| Carson Advisory Inc.Wealth manager | 0.7% | $1.6M | 57,836 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 4). Screen SEPI in the grand portfolio →
SEPI stock trades by members of Congress
No member of Congress has disclosed a trade in SEPI.
SEPI questions and answers
Are insiders buying SEPI stock?
No open-market insider purchases or sales of SEPI were filed in the last 90 days.
Which hedge funds own SEPI?
7 13F filers hold SEPI among their 50 largest positions, worth $93.2M combined. The biggest bets by portfolio weight are Good Steward Wealth Advisors,LLC (7.0%), Hilton Head Capital Partners, LLC (3.2%) and Focused Alpha, LLC (2.1%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded SEPI?
No member of Congress has disclosed a trade in SEPI.
Who is the largest holder of SEPI?
Among 13F filers, Shelton Capital Management reports the largest SEPI position, $54.9M (1,972,250 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Good Steward Wealth Advisors,LLC's: 7.0% of its portfolio.
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