BBPWM
GLO

Blue Bell Private Wealth Management’s Clough Global Opportunities Fund GLO Stock Holding History

Blue Bell Private 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
Q1 		$1.45M Buy
259,814
+16,163
+7% +$94.6K 0.21% 87
2025
Q4 		$1.38M Buy
243,651
+21,840
+10% +$124K 0.2% 84
2025
Q3 		$1.26M Buy
221,811
+84,822
+62% +$468K 0.19% 81
2025
Q2 		$744K Buy
136,989
+7,495
+6% +$37.9K 0.12% 100
2025
Q1 		$633K Buy
129,494
+12,805
+11% +$65.9K 0.12% 110
2024
Q4 		$597K Buy
116,689
+28,305
+32% +$150K 0.11% 109
2024
Q3 		$482K Buy
88,384
+48,499
+122% +$258K 0.09% 129
2024
Q2 		$215K Buy
39,885
+17,244
+76% +$87.6K 0.04% 190
2024
Q1 		$115K Buy
22,641
+2,510
+12% +$12.3K 0.02% 250
2023
Q4 		$94.6K Buy
20,131
+5,400
+37% +$24.3K 0.02% 246
2023
Q3 		$65.3K Buy
14,731
+1,531
+12% +$7.43K 0.02% 238
2023
Q2 		$66.1K Buy
+13,200
New +$63.3K 0.02% 232
2021
Q3 		– Sell
-4,775
Closed -$58K – 178
2021
Q2 		$58K Buy
+4,775
New +$60K 0.02% 108
2021
Q1 		– Sell
-5,535
Closed -$60K – 178
2020
Q4 		$60K Sell
5,535
-16,469
-75% -$166K 0.02% 96
2020
Q3 		$206K Buy
22,004
+11,496
+109% +$108K 0.08% 66
2020
Q2 		$90K Sell
10,508
-7,189
-41% -$57.8K 0.04% 82
2020
Q1 		$127K Sell
17,697
-20,368
-54% -$185K 0.07% 68
2019
Q4 		$359K Buy
+38,065
New +$353K 0.14% 53
2018
Q4 		– Sell
-1,000
Closed -$11K – 214
2018
Q3 		$11K Buy
+1,000
New +$11.2K ﹤0.01% 164
2018
Q2 		– Sell
-2,200
Closed -$23K – 224
2018
Q1 		$23K Buy
2,200
+500
+29% +$5.55K 0.01% 147
2017
Q4 		$18K Sell
1,700
-7,111
-81% -$79.1K 0.01% 158
2017
Q3 		$98K Sell
8,811
-13,058
-60% -$145K 0.05% 100
2017
Q2 		$232K Buy
21,869
+1,910
+10% +$20.1K 0.11% 64
2017
Q1 		$205K Sell
19,959
-12,099
-38% -$118K 0.11% 68
2016
Q4 		$287K Sell
32,058
-8,968
-22% -$81.1K 0.17% 56
2016
Q3 		$397K Sell
41,026
-5,433
-12% -$52.4K 0.23% 60
2016
Q2 		$434K Sell
46,459
-21,574
-32% -$203K 0.28% 54
2016
Q1 		$652K Buy
68,033
+2,655
+4% +$24.8K 0.44% 40
2015
Q4 		$683K Sell
65,378
-20,644
-24% -$226K 0.46% 37
2015
Q3 		$920K Buy
86,022
+20,201
+31% +$237K 0.63% 29
2015
Q2 		$793K Sell
65,821
-11,439
-15% -$143K 0.48% 33
2015
Q1 		$962K Sell
77,260
-2,960
-4% -$36.7K 0.58% 29
2014
Q4 		$1.03M Buy
80,220
+61,045
+318% +$733K 0.6% 29
2014
Q3 		$229K Buy
19,175
+1,000
+6% +$12.6K 0.14% 88
2014
Q2 		$236K Buy
18,175
+2,200
+14% +$27.9K 0.14% 89
2014
Q1 		$204K Sell
15,975
-567
-3% -$7.31K 0.14% 84
2013
Q4 		$216K Buy
+16,542
New +$211K 0.17% 81

Other funds holding GLO

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

Blue Bell Private Wealth Management's GLO Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Clough Global Opportunities Fund (GLO) stake by 6.6% in Q1 2026, buying an estimated $94.6K and bringing the position to 259,814 shares worth $1.45M. The position accounts for 0.21% of the portfolio, ranked #87.

Blue Bell Private Wealth Management first reported a position in GLO in Q4 2013 and has held it in 37 quarters since. 66 funds tracked by Wall St. Rank hold GLO as of Q1 2026.

  • Blue Bell Private Wealth Management held 259,814 shares of Clough Global Opportunities Fund worth $1.45M as of Q1 2026.
  • Blue Bell Private Wealth Management bought 16,163 Clough Global Opportunities Fund shares in Q1 2026, an estimated $94.6K.
  • Clough Global Opportunities Fund made up 0.21% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #87 holding.
  • Blue Bell Private Wealth Management first reported a position in Clough Global Opportunities Fund in Q4 2013 and has held it in 37 quarters since.
  • 66 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.