Workflow
Shelton Equity Premium Income ETF (SEPI)
icon
Search documents
Shelton Capital Management Becomes the Investment Advisor of STF Management ETFs (TUG, TUGN)
Prnewswire· 2026-03-30 18:50
Core Viewpoint - Shelton Capital Management has announced its role as the investment advisor for STF Management's assets, including two ETFs, marking a strategic expansion in its ETF capabilities and overall asset management [1][2]. Group 1: Company Overview - Shelton Capital Management manages over $6.5 billion in assets as of March 27, 2026, and offers a range of investment solutions including mutual funds, ETFs, and separately managed accounts [3]. - The firm has a history of providing tailored investment solutions and has received multiple awards from reputable sources such as Morningstar and Forbes Advisor [3]. Group 2: Strategic Developments - The acquisition of the STF Tactical Growth ETF (TUG) and the STF Tactical Growth & Income ETF (TUGN) adds approximately $100 million in assets to Shelton's portfolio [1]. - Jonathan Molchan from STF Management has been appointed as senior portfolio manager and head of ETF trading, bringing over 20 years of experience in derivatives and portfolio management [1][2]. - Shelton's strategy includes becoming a 'wrapper neutral' platform, enhancing its service to advisors and clients while expanding its ETF lineup [2]. Group 3: Performance and Ratings - The TUGN ETF has received a five-star rating from Morningstar, indicating strong risk-adjusted returns among its peers [5][6]. - Shelton's existing covered call lineup includes the Shelton Equity Premium Income ETF (SEPI) and the Equity Income Fund (EQTIX), showcasing its expertise in options-based investment strategies [2][3].