EQTIX SEC Filings — Shelton Equity Income Fund
Data updated: 2026-07-30
54 SEC filings are listed: 19 prospectuses (latest Dec 31, 2025), 26 quarterly N-PORT holdings reports (latest Jul 30, 2026), 8 annual N-CEN reports (latest Nov 14, 2025) and 1 NPORT-P/A (latest Feb 13, 2023).
EQTIX Prospectus (485BPOS / 497)
Objective, strategy, fees and risks. 19 filings on SEC EDGAR.
- Filed Dec 31, 2025 · 497
- Filed Dec 29, 2025 · 485BPOS
- Filed Jan 3, 2025 · 497
- Filed Jan 30, 2024 · 497
- Filed Jan 4, 2024 · 497
- Filed Dec 29, 2022 · 485BPOS
- Filed Oct 11, 2022 · 497
- Filed Mar 8, 2022 · 497
- Filed Jan 5, 2022 · 497
- Filed Jan 5, 2021 · 497
- Filed Jan 21, 2020 · 485BPOS
- Filed Jan 10, 2019 · 485BPOS
- Filed Jan 12, 2018 · 485BPOS
- Filed Sep 25, 2017 · 497
- Filed Jan 19, 2016 · 485BPOS
- Filed Feb 4, 2015 · 485BPOS
- Filed Jan 7, 2014 · 485BPOS
- Filed Jan 15, 2013 · 485BPOS
- Filed Jan 18, 2012 · 485BPOS
EQTIX Portfolio holdings (N-PORT)
Full holdings and monthly flows, filed quarterly. 26 filings on SEC EDGAR.
- Filed Jul 30, 2026
- Filed Apr 29, 2026
- Filed Jan 29, 2026
- Filed Oct 30, 2025
- Filed Jul 30, 2025
- Filed Apr 29, 2025
- Filed Jan 29, 2025
- Filed Oct 30, 2024
- Filed Jul 29, 2024
- Filed Apr 29, 2024
- Filed Jan 29, 2024
- Filed Sep 29, 2023
- Filed Jul 26, 2023
- Filed May 1, 2023
- Filed Oct 28, 2022
- Filed Jul 21, 2022
- Filed Apr 28, 2022
- Filed Jan 26, 2022
- Filed Oct 26, 2021
- Filed Jul 30, 2021
- Filed Apr 27, 2021
- Filed Jan 29, 2021
- Filed Oct 28, 2020
- Filed Jul 27, 2020
- Filed Apr 28, 2020
- Filed Jan 22, 2020
EQTIX Annual census (N-CEN)
Service providers, brokerage and operations. 8 filings on SEC EDGAR.
EQTIX Portfolio holdings, amended (N-PORT/A) (NPORT-P/A)
1 filing on SEC EDGAR.
Browse every Shelton Equity Income Fund filing on SEC EDGAR
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.