#USA #ETFs #Denver #STF Management #Shelton Capital

Shelton Capital Management Becomes Investment Advisor for STF Management ETFS

On March 30, 2026, Shelton Capital Management officially announced its new role as the investment advisor for STF Management LP, managing two exchange-traded funds (ETFs): the STF Tactical Growth ETF (TUG) and the STF Tactical Growth Income ETF (TUGN). With a combined asset value of approximately $100 million, Shelton, known for its innovative investment strategies, is now managing over $6.5 billion in total assets. This significant move marks a key step in Shelton's expansion strategy as they aim to strengthen their ETF offerings in the competitive financial landscape.

As part of this announcement, Jonathan Molchan, previously from STF Management, has been appointed as the senior portfolio manager and head of ETF trading at Shelton Capital Management. Molchan brings over 20 years of experience in trading, research, and risk management in the derivatives space and is expected to enhance Shelton's existing portfolio with his expertise.

Steve Rogers, CEO of Shelton Capital, expressed enthusiasm over Molchan's appointment. He noted, “Bringing on an ETF veteran like Jon Molchan is exciting because it bridges a gap in our ETF capabilities while bolstering our lineup with a very strong, five-star rated fund TUGN.” This strategic merger is expected to accelerate Shelton’s plans to become a 'wrapper neutral' platform where they can effectively cater to diverse clients and financial advisors.

The newly acquired funds significantly complement Shelton's existing covered call strategy offerings, which include the Shelton Equity Premium Income ETF (SEPI) and Equity Income Fund (EQTIX). These offerings are designed to provide investors with robust cash flow and yield-generating investment opportunities. With this acquisition, Shelton aims to enhance its ETF lineup by integrating Molchan's talents and experience into their already solid framework.

In a statement, Molchan remarked, “Joining a strong team at Shelton is an important next step for our ETFs. We’re bringing a strong track record and our performance capabilities onto a platform that has the marketing and distribution capabilities needed for our products to flourish.” His track record, coupled with Shelton’s established success and resources in the market, lays a strong foundation for the growth of these ETFs.

The acquisition follows a preliminary approval from the SEC to launch dual-share products, highlighting Shelton's proactive approach to expanding its product line and investment strategies. Additionally, the firm's previous acquisition of Stringer Asset Management further illustrates its commitment to growth and exploration of new investment platforms suited for financial advisors and shareholders.

Founded in 1985, Shelton Capital is recognized as a boutique investment firm dedicated to providing clients with personalized investment solutions and exceptional service. The firm manages a dynamic range of investment products, including mutual funds, ETFs, and separately managed accounts, catering to both individual and institutional investors. The firm has received accolades from various prominent sources, including Morningstar, Lipper, and Forbes Advisor, further validating its reputation in the investment community.

With its headquarters located in Denver, Colorado, and additional offices in Memphis and San Francisco, Shelton Capital Management continues to fortify its team and expand institutional knowledge, aiming for sustained growth in the market.

For more information on their offerings and latest updates, visit www.sheltoncap.com.

Important Considerations

Before investing, individuals should assess the fund’s investment objectives, risks, charges, and expenses. A prospectus containing detailed information is available upon request at 1-800-955-9988. Investors should thoroughly read the prospectus prior to making any investment decisions.

Disclaimer: Investments are not FDIC insured, nor are they bank guaranteed, and they may lose value.