Blue Bell Private Wealth Management’s Clough Global Equity Fund GLQ Stock Holding History

Blue Bell Private Wealth Management’s Portfolio GLQ Stock Details GLQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87M	Buy	216,765 +8,985	+4%	+$74.3K	0.23%	79
2026 Q1	$1.56M	Buy	207,780 +16,487	+9%	+$132K	0.22%	83
2025 Q4	$1.47M	Buy	191,293 +31,085	+19%	+$239K	0.21%	82
2025 Q3	$1.22M	Buy	160,208 +38,583	+32%	+$283K	0.19%	83
2025 Q2	$866K	Buy	121,625 +1,070	+0.9%	+$6.96K	0.14%	92
2025 Q1	$758K	Buy	120,555 +5,045	+4%	+$33.8K	0.14%	93
2024 Q4	$769K	Buy	115,510 +72,999	+172%	+$501K	0.15%	88
2024 Q3	$295K	Buy	42,511 +28,815	+210%	+$197K	0.06%	174
2024 Q2	$95.5K	Buy	13,696 +5,696	+71%	+$37.3K	0.02%	276
2024 Q1	$52.1K	Buy	8,000 +6,100	+321%	+$37.9K	0.01%	350
2023 Q4	$11.3K	Hold	1,900	–	–	﹤0.01%	482
2023 Q3	$10.4K	Buy	1,900 +900	+90%	+$5.43K	﹤0.01%	420
2023 Q2	$6.24K	Buy	+1,000	New	+$6K	﹤0.01%	475
2021 Q3	–	Sell	-10,999	Closed	-$162K	–	179
2021 Q2	$162K	Buy	+10,999	New	+$168K	0.05%	84
2020 Q4	–	Sell	-6,041	Closed	-$68K	–	152
2020 Q3	$68K	Buy	6,041 +3,641	+152%	+$41.8K	0.03%	95
2020 Q2	$30K	Buy	+2,400	New	+$23.8K	0.01%	113
2019 Q4	–	Sell	-3,844	Closed	-$44K	–	198
2019 Q3	$44K	Buy	+3,844	New	+$46.6K	0.02%	110
2018 Q3	–	Sell	-1,480	Closed	-$21K	–	229
2018 Q2	$21K	Sell	1,480 -4,159	-74%	-$57.6K	0.01%	140
2018 Q1	$74K	Buy	+5,639	New	+$77.2K	0.03%	112
2017 Q3	–	Sell	-5,176	Closed	-$65K	–	243
2017 Q2	$65K	Buy	5,176 +4,962	+2,319%	+$62.9K	0.03%	119
2017 Q1	$3K	Sell	214 -2,981	-93%	-$35.4K	﹤0.01%	222
2016 Q4	$36K	Sell	3,195 -13,289	-81%	-$144K	0.02%	145
2016 Q3	$188K	Sell	16,484 -1,475	-8%	-$16.6K	0.11%	94
2016 Q2	$193K	Sell	17,959 -2,074	-10%	-$22.3K	0.12%	93
2016 Q1	$218K	Sell	20,033 -3,300	-14%	-$35.7K	0.15%	89
2015 Q4	$292K	Buy	23,333 +3,417	+17%	+$43.4K	0.2%	83
2015 Q3	$252K	Buy	19,916 +11,824	+146%	+$168K	0.17%	81
2015 Q2	$120K	Buy	8,092 +4,176	+107%	+$63K	0.07%	127
2015 Q1	$58K	Sell	3,916 -4,449	-53%	-$65.5K	0.03%	200
2014 Q4	$121K	Buy	8,365 +6,928	+482%	+$98.1K	0.07%	135
2014 Q3	$21K	Buy	1,437 +800	+126%	+$12K	0.01%	336
2014 Q2	$10K	Sell	637 -717	-53%	-$10.9K	0.01%	356
2014 Q1	$21K	Sell	1,354 -700	-34%	-$10.8K	0.01%	297
2013 Q4	$32K	Buy	+2,054	New	+$31K	0.02%	247

Other funds holding GLQ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Blue Bell Private Wealth Management's GLQ Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Clough Global Equity Fund (GLQ) stake by 4.3% in Q2 2026, buying an estimated $74.3K and bringing the position to 216,765 shares worth $1.87M. The position accounts for 0.23% of the portfolio, ranked #79.

Blue Bell Private Wealth Management first reported a position in GLQ in Q4 2013 and has held it in 34 quarters since. 49 funds tracked by Wall St. Rank hold GLQ as of Q2 2026.

Blue Bell Private Wealth Management held 216,765 shares of Clough Global Equity Fund worth $1.87M as of Q2 2026.
Blue Bell Private Wealth Management bought 8,985 Clough Global Equity Fund shares in Q2 2026, an estimated $74.3K.
Clough Global Equity Fund made up 0.23% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #79 holding.
Blue Bell Private Wealth Management first reported a position in Clough Global Equity Fund in Q4 2013 and has held it in 34 quarters since.
49 funds tracked by Wall St. Rank held Clough Global Equity Fund as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.