Shelton Equity Income-InvEQTIX
13F holders, Q1 2026 (March 31)1holders
$17.36avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Shelton Equity Income-Inv (EQTIX) in their 13F filings. The largest holder was Private Trust Co. NA ($430K).
- Company
- Shelton Equity Income-Inv
- CUSIP
- 82301Q759
- Latest filing quarter
- Q1 2026
Total Exit/New Position Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $430K |
| Exits | 0 | $0 |
Ownership 1 holders
| Private Trust Co. NA | 0.04% | New | 24,779 | $430K |
"% of holder's portfolio" is EQTIX's weight in each manager's 13F, not the share of Shelton Equity Income-Inv the manager owns.