Sequoia Financial Advisors Options Holdings (Q1 2021)

As of Mar 31, 2021, the Sequoia Financial Advisors portfolio disclosed options positions in its latest SEC 13F filing reported on Jul 17, 2026. These filings include call and put options tied to underlying equity holdings, providing a deeper look at the fund's use of derivatives for exposure and hedging.

The reported options activity included 2 call contracts and 0 put contracts across companies such as Global X Funds Global X S&P 500 (XYLD), Global X Nasdaq 100 Covered Cal (QYLG). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.