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Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in ELDRIDGE BBB-B CLO ETF

Sequoia Financial Advisors, LLC holds 12,876 shares of CLOZ (ELDRIDGE BBB-B CLO ETF), worth $340,194 as of 2026-Q2. The position was increased (+1.7% shares). CLOZ represents 0.0% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$340,194

Current Shares

12,876

Total Value Change

+$37,922

Total Shares Change

+1,631

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
12,876
+1.7%
$340,1940.0%$26.14
24
2026-Q1
Increased
12,656
+1.9%
$324,6360.0%$24.95
24
2025-Q4
Increased
12,423
+1.9%
$328,9480.0%$25.43
24
2025-Q3
Increased
12,191
+1.9%
$326,9520.0%$25.12
24
2025-Q2
Increased
11,964
+2.1%
$319,9180.0%$24.58
24
2025-Q1
Increased
11,718
+1.9%
$311,3410.0%$23.93
24
2024-Q4
Increased
11,498
+2.3%
$309,8720.0%$24.00
24
2024-Q3
Increased
11,245
+2.3%
$302,2720.0%$23.23
24

Other major holders of CLOZ: MORGAN STANLEY, Focus Partners Wealth, GOLDMAN SACHS GROUP INC

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