CUSIP 78410K667SHELTON EQT PRESEPIQ4 2025
Aggregate 13F value by quarter
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7 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Shelton Capital Management | 1.45M | $38.22M | +1.10M | Added |
| 2 | Good Steward Wealth Advisors,LLC | 410.3K | $10.80M | +12.8K | Added |
| 3 | Focused Alpha, LLC | 137.7K | $3.62M | +137.7K | New Position |
| 4 | Investment Planning Advisors, Inc. | 71.9K | $1.89M |
| +71.9K |
| New |
| 5 | Golden State Equity Partners | 10.6K | $277.6K | +10.6K | New |
| 6 | Pittenger & Anderson Inc | 1.6K | $41.4K | 0 | Held |
| 7 | Dhjj Financial Advisors, Ltd. | 16 | $421 | +16 | New |