BRWM
GLO

B. Riley Wealth Management’s Clough Global Opportunities Fund GLO Stock Holding History

B. Riley 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
Q2 		$284 Buy
38,650
+20,150
+109% +$164K ﹤0.01% 544
2022
Q1 		$174K Buy
+18,500
New +$179K 0.01% 570

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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Management's GLO Position: Q2 2022 in Review

B. Riley Wealth Management increased its Clough Global Opportunities Fund (GLO) stake by 109% in Q2 2022, buying an estimated $164K and bringing the position to 38,650 shares worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #544.

B. Riley Wealth Management first reported a position in GLO in Q1 2022 and has held it in 2 quarters since. The position peaked at $174K in Q1 2022. 48 funds tracked by Wall St. Rank hold GLO as of Q2 2022.

  • B. Riley Wealth Management held 38,650 shares of Clough Global Opportunities Fund worth $284 as of Q2 2022.
  • B. Riley Wealth Management bought 20,150 Clough Global Opportunities Fund shares in Q2 2022, an estimated $164K.
  • Clough Global Opportunities Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #544 holding.
  • B. Riley Wealth Management first reported a position in Clough Global Opportunities Fund in Q1 2022 and has held it in 2 quarters since.
  • B. Riley Wealth Management's Clough Global Opportunities Fund position peaked at $174K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.