AWM
GLO

AE Wealth Management’s Clough Global Opportunities Fund GLO Stock Holding History

AE Wealth Management’s Portfolio GLO Stock Details GLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12,253
Closed -$130K – 1727
2021
Q4 		$130K Buy
+12,253
New +$148K ﹤0.01% 1628

Other funds holding GLO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

AE Wealth Management's GLO Position: Q1 2022 in Review

AE Wealth Management sold out of Clough Global Opportunities Fund (GLO) in Q1 2022, closing a stake of 12,253 shares — an estimated $130K sold.

AE Wealth Management first reported a position in GLO in Q4 2021 and held it in 1 quarter. The position peaked at $130K in Q4 2021. 54 funds tracked by Wall St. Rank hold GLO as of Q1 2022.

  • AE Wealth Management reported no remaining Clough Global Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • AE Wealth Management sold 12,253 Clough Global Opportunities Fund shares in Q1 2022, an estimated $130K.
  • AE Wealth Management first reported a position in Clough Global Opportunities Fund in Q4 2021 and held it in 1 quarter.
  • AE Wealth Management's Clough Global Opportunities Fund position peaked at $130K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2022.

Based on AE Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.