Episode Details

In today’s episode, we’re joined by Barry Martin, Senior Portfolio Manager at Shelton Capital Management, to discuss their exciting new income-focused ETF — SEPI (Shelton Enhanced Income ETF).Shelton Capital has long been known for their expertise in options-based income strategies, and with SEPI, they’re bringing that experience into the ETF market. We cover everything you need to know about this innovative fund, including:- Who Shelton Capital Management is and their approach to portfolio management- Why the firm decided to launch SEPI as an ETF now- How SEPI differentiates itself from other high-income ETFs like NEOS and YieldMax- A deep dive into SEPI’s structure — its holdings, covered call strategy, and options overlay details- Insights on yield expectations, distribution frequency, and management feesWhat’s next for Shelton Capital in the income ETF spaceVisit Shelton Capital Management for fund details, fact sheets, and performance updates: www.sheltoncap.com🔔 Subscribe to Dividend Stockpile for more interviews with leading ETF managers and dividend investing strategies!