Sequoia Financial Advisors Options Holdings (Q1 2021)

According to the SEC 13F filed on Jul 17, 2026, the Sequoia Financial Advisors portfolio disclosed options positions as of quarter-end Jun 30, 2026. These positions 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.