Ascentis Independent Advisors
Position in SEPI — Shelton Equity Premium Income ETF
CIK 1845003
DALLAS, TX
All Filings in SEPI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $437,385 | 17,457 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $277,570 | 10,550 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||