Shelton Equity Premium Income ETF
SEPI
New York Stock Exchange Arca26.19
USD
-0.03
(-0.13%)
Shelton Equity Premium Income ETF
SEPI
(New York Stock Exchange Arca)
Recent
price
26.19
P/E
ratio
24.76
div
yld
- -
ROIC.AI
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Similar Companies
- Business
- Shelton Equity Premium Income ETF Shelton Equity Premium Income ETF (SEPI) is an actively managed exchange-traded fund that seeks a high level of current income and capital appreciation by investing primarily in income-producing U.S. equity securities, including large-cap dividend-paying stocks of medium and large U.S. corporations; the fund employs a covered call options writing strategy on individual holdings to generate additional income from option premiums rather than synthetic notes or index overlays, with at least 80% of total assets allocated to such equity securities and derivatives under normal market conditions. Issued by SCM Trust and managed by Shelton Capital Management, a Denver, Colorado-based multi-strategy asset manager founded in 1985 with over $6 billion in assets under management as of September 2025, the ETF targets income-oriented investors through monthly cash flow from dividends and premiums, offering intraday trading, low minimums, and real-time pricing on the NYSE Arca. Launched on September 8, 2025, SEPI represents Shelton Capital Management's entry into the ETF market, leveraging nearly two decades of expertise from its Morningstar 5-star rated flagship mutual fund EQTIX and equity income separately managed accounts; the fund holds approximately 136 securities with a 0.54% expense ratio and focuses on U.S. total market equity, primarily large-cap stocks selected for high relative dividend yields and capital appreciation potential within their industries.