Western Wealth Management, LLC
Position in SEPI — Shelton Equity Premium Income ETF
CIK 1767902
GOLDEN, CO
Position in SEPI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$557,974
+$158,172 QoQ
Shares Held
20,035
+25.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#8
of 11 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEPI Over Time
Shares Held
Position Value (USD)
All Filings in SEPI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,974 | 20,035 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $399,802 | 15,957 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||