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

Axxcess 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
2026 Q2	$317K	Buy	+51,834	New	+$305K	0.01%	840

Other funds holding GLO

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

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

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Axxcess Wealth Management's GLO Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Clough Global Opportunities Fund (GLO) in Q2 2026: 51,834 shares worth $317K. The stake represents 0.01% of the portfolio and ranks #840 among its holdings.

22 funds tracked by Wall St. Rank hold GLO as of Q2 2026.

Axxcess Wealth Management held 51,834 shares of Clough Global Opportunities Fund worth $317K as of Q2 2026.
Clough Global Opportunities Fund was a new Axxcess Wealth Management position in Q2 2026.
Clough Global Opportunities Fund made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #840 holding.
22 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.