Investment Planning Advisors, Inc.
Position in SEPI — Shelton Equity Premium Income ETF
CIK 2024049
CUMMING, GA
Position in SEPI
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$2,238,614
+$346,715 QoQ
Shares Held
89,348
+24.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $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. | ||||||