Investment Planning Advisors, Inc.
Position in SEPI — Shelton Equity Premium Income ETF
CIK 2024049
CUMMING, GA
All Filings in SEPI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,238,614 | 89,348 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,891,899 | 71,908 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||