APW
GLO icon

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

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 67 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.
  • 67 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.