Barrett & Company’s Clough Global Opportunities Fund GLO Stock Holding History

Barrett & Company’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 Q3	$24.9K	Hold	4,670	–	–	0.01%	379
2026 Q2	$28.6K	Hold	4,670	–	–	0.01%	379
2026 Q1	$26K	Hold	4,670	–	–	0.01%	368
2025 Q4	$26.4K	Hold	4,670	–	–	0.01%	369
2025 Q3	$26.6K	Hold	4,670	–	–	0.01%	370
2025 Q2	$25.4K	Hold	4,670	–	–	0.01%	386
2025 Q1	$22.8K	Hold	4,670	–	–	0.01%	359
2024 Q4	$23.9K	Hold	4,670	–	–	0.01%	355
2024 Q3	$25.5K	Hold	4,670	–	–	0.01%	341
2024 Q2	$25.1K	Hold	4,670	–	–	0.01%	351
2024 Q1	$23.7K	Hold	4,670	–	–	0.01%	356
2023 Q4	$21.9K	Hold	4,670	–	–	0.01%	337
2023 Q3	$20.7K	Hold	4,670	–	–	0.01%	336
2023 Q2	$23.4K	Hold	4,670	–	–	0.01%	329
2023 Q1	$22.8K	Hold	4,670	–	–	0.01%	312
2022 Q4	$23.7K	Hold	4,670	–	–	0.02%	295
2022 Q3	$23.7K	Buy	+4,670	New	+$33.1K	0.02%	295

Other funds holding GLO

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return

RPO LLC Stamford, Connecticut $93.2M AUM 4.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Barrett & Company's GLO Position: Q3 2026 in Review

Barrett & Company held its Clough Global Opportunities Fund (GLO) position steady in Q3 2026 at 4,670 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #379.

Barrett & Company first reported a position in GLO in Q3 2022 and has held it in 17 quarters since. The position peaked at $28.6K in Q2 2026. 39 funds tracked by Wall St. Rank hold GLO as of Q3 2026.

Barrett & Company held 4,670 shares of Clough Global Opportunities Fund worth $24.9K as of Q3 2026.
Barrett & Company left its Clough Global Opportunities Fund share count unchanged in Q3 2026.
Clough Global Opportunities Fund made up 0.01% of Barrett & Company's portfolio in Q3 2026, its #379 holding.
Barrett & Company first reported a position in Clough Global Opportunities Fund in Q3 2022 and has held it in 17 quarters since.
Barrett & Company's Clough Global Opportunities Fund position peaked at $28.6K in Q2 2026.
39 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.