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Shelton Capital

3 active ETFs · $266.8M in assets · average expense ratio 0.61% · first fund May 18, 2022.

Growth (2)Bonds (all) (1)Covered Call / Option Income (1)Financials (1)Government Bonds (1)Technology (1)Active ETFs (1)Treasury Bonds (1)

Newest Funds

ETF Price Today ListedExpenseAUM
SEPI Shelton Equity Premium Income ETF 28.62 -0.59% Sep 08, 20250.54% $152.4M
SEPQ STF Tactical Growth & Income ETF 27.07 -1.06% May 18, 20220.65% $80.1M
TUG STF Tactical Growth ETF 45.55 -1.58% May 18, 20220.65% $34.3M

Complete Fund List

# ETF Price Today ExpenseYield (TTM)YTD1Y
1 SEPI Shelton Equity Premium Income ETF 28.62 -0.59% 0.54%7.27% +9.43% +14.61%
2 SEPQ STF Tactical Growth & Income ETF 27.07 -1.06% 0.65%11.32%
3 TUG STF Tactical Growth ETF 45.55 -1.58% 0.65%1.45% +16.63% +22.04%

Market data delayed approximately 15–20 minutes unless otherwise indicated.

Commodity

Commodities (broad)GoldOil & GasSilver

Digital Assets

CryptocurrencyBitcoin

Fixed Income

Bonds (all)Government BondsTreasury BondsCorporate BondsInternational BondsHigh Yield BondsMunicipal BondsTIPS / Inflation-Protected

Income

DividendCovered Call / Option IncomePreferred Stocks

Region

InternationalGlobalDeveloped MarketsEmerging MarketsInternational Small CapFrontier Markets

Sector & Theme

FinancialsTechnologyEnergyReal Estate / REITsHealthcareMaterialsIndustrialsInfrastructureClean Energy

Strategy

Buffer / Defined OutcomeESG / SustainableCurrency HedgedMomentumEqual WeightLow Volatility

Structure

Active ETFsLeveragedInverse

Style & Size

U.S. Large CapGrowthValueU.S. Small CapU.S. Mid CapTotal Market