Skip to main content

Carson Advisory Inc.

Position in SEPI — Shelton Equity Premium Income ETF

CIK 1909304 ATHENS, GA

Position in SEPI

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,610,732
+$796,445 QoQ
Shares Held
57,836
+78.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#5
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
2026-06-30 $1,610,732 57,836
2026-03-31 $814,287 32,500