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Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in SERIES PORTFOLIOS TR

Sequoia Financial Advisors, LLC holds 12,708 shares of CLOX (SERIES PORTFOLIOS TR), worth $325,505 as of 2026-Q2. The position was increased (+1.2% shares). CLOX represents 0.0% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$325,505

Current Shares

12,708

Total Value Change

+$29,116

Total Shares Change

+1,108

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
12,708
+1.2%
$325,5050.0%$25.42
24
2026-Q1
Increased
12,556
+1.2%
$321,0510.0%$25.07
24
2025-Q4
Increased
12,410
+1.3%
$316,5700.0%$24.82
24
2025-Q3
Increased
12,252
+1.3%
$313,2830.0%$24.47
24
2025-Q2
Increased
12,091
+1.3%
$309,5420.0%$24.17
24
2025-Q1
Increased
11,942
+1.5%
$304,6370.0%$23.79
24
2024-Q4
Increased
11,767
+1.4%
$299,5910.0%$23.52
24
2024-Q3
Increased
11,600
+1.6%
$296,3890.0%$23.15
24

Other major holders of CLOX: AE Wealth Management LLC, LPL Financial LLC

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