AWM
GLV

Accel Wealth Management’s Clough Global Dividend & Income Fund GLV Stock Holding History

Accel Wealth Management’s Portfolio GLV Stock Details GLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-500
Closed -$2.89K – 440
2023
Q1 		$2.89K Hold
500
– – ﹤0.01% 1069
2022
Q4 		$3.2K Hold
500
– – ﹤0.01% 862
2022
Q3 		$3K Hold
500
– – ﹤0.01% 893
2022
Q2 		$4K Hold
500
– – ﹤0.01% 831
2022
Q1 		$5K Hold
500
– – ﹤0.01% 803
2021
Q4 		$5K Hold
500
– – ﹤0.01% 812
2021
Q3 		$6K Hold
500
– – ﹤0.01% 719
2021
Q2 		$5K Hold
500
– – ﹤0.01% 793
2021
Q1 		$6K Hold
500
– – ﹤0.01% 724
2020
Q4 		$5K Buy
+500
New +$4.84K ﹤0.01% 710

Other funds holding GLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Accel Wealth Management's GLV Position: Q2 2023 in Review

Accel Wealth Management sold out of Clough Global Dividend & Income Fund (GLV) in Q2 2023, closing a stake of 500 shares — an estimated $2.89K sold.

Accel Wealth Management first reported a position in GLV in Q4 2020 and held it in 10 quarters. The position peaked at $6K in Q3 2021. 30 funds tracked by Wall St. Rank hold GLV as of Q2 2023.

  • Accel Wealth Management reported no remaining Clough Global Dividend & Income Fund position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 500 Clough Global Dividend & Income Fund shares in Q2 2023, an estimated $2.89K.
  • Accel Wealth Management first reported a position in Clough Global Dividend & Income Fund in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Clough Global Dividend & Income Fund position peaked at $6K in Q3 2021.
  • 30 funds tracked by Wall St. Rank held Clough Global Dividend & Income Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.