AWA
GLO

Arete Wealth Advisors’s Clough Global Opportunities Fund GLO Stock Holding History

Arete Wealth Advisors’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
2025
Q2 		– Sell
-17,140
Closed -$84K – 760
2025
Q1 		$84K Sell
17,140
-257
-1% -$1.32K 0.01% 697
2024
Q4 		$89K Buy
17,397
+23
+0.1% +$122 0.01% 724
2024
Q3 		$94K Buy
17,374
+77
+0.4% +$410 0.01% 674
2024
Q2 		$93K Buy
+17,297
New +$87.8K 0.01% 690

Other funds holding GLO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Arete Wealth Advisors's GLO Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Clough Global Opportunities Fund (GLO) in Q2 2025, closing a stake of 17,140 shares — an estimated $84K sold.

Arete Wealth Advisors first reported a position in GLO in Q2 2024 and held it in 4 quarters. The position peaked at $94K in Q3 2024. 56 funds tracked by Wall St. Rank hold GLO as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Clough Global Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 17,140 Clough Global Opportunities Fund shares in Q2 2025, an estimated $84K.
  • Arete Wealth Advisors first reported a position in Clough Global Opportunities Fund in Q2 2024 and held it in 4 quarters.
  • Arete Wealth Advisors's Clough Global Opportunities Fund position peaked at $94K in Q3 2024.
  • 56 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.