APW
GLO

Aventura Private Wealth’s Clough Global Opportunities Fund GLO Stock Holding History

Aventura Private Wealth’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
2026
Q2 		$9.2K Hold
1,503
– – ﹤0.01% 610
2026
Q1 		$8.37K Hold
1,503
– – ﹤0.01% 565
2025
Q4 		$8.51K Hold
1,503
– – ﹤0.01% 532
2025
Q3 		$8.57K Hold
1,503
– – ﹤0.01% 516
2025
Q2 		$8.16K Hold
1,503
– – ﹤0.01% 493
2025
Q1 		$7.35K Hold
1,503
– – ﹤0.01% 492
2024
Q4 		$7.7K Buy
+1,503
New +$7.99K ﹤0.01% 468

Other funds holding GLO

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Aventura Private Wealth's GLO Position: Q2 2026 in Review

Aventura Private Wealth held its Clough Global Opportunities Fund (GLO) position steady in Q2 2026 at 1,503 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Aventura Private Wealth first reported a position in GLO in Q4 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold GLO as of Q2 2026.

  • Aventura Private Wealth held 1,503 shares of Clough Global Opportunities Fund worth $9.2K as of Q2 2026.
  • Aventura Private Wealth left its Clough Global Opportunities Fund share count unchanged in Q2 2026.
  • Clough Global Opportunities Fund made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #610 holding.
  • Aventura Private Wealth first reported a position in Clough Global Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
  • 10 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.