Carson Wealth (CWM LLC)
GLO

Carson Wealth (CWM LLC)’s Clough Global Opportunities Fund GLO Stock Holding History

Carson Wealth (CWM LLC)’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 		$5.83K Hold
1,046
– – ﹤0.01% 4972
2025
Q4 		$6K Hold
1,046
– – ﹤0.01% 4747
2025
Q3 		$6K Sell
1,046
-748
-42% -$4.13K ﹤0.01% 4675
2025
Q2 		$10K Buy
1,794
+96
+6% +$485 ﹤0.01% 4290
2025
Q1 		$8K Hold
1,698
– – ﹤0.01% 4213
2024
Q4 		$9K Hold
1,698
– – ﹤0.01% 3925
2024
Q3 		$9K Buy
1,698
+223
+15% +$1.19K ﹤0.01% 3824
2024
Q2 		$8K Hold
1,475
– – ﹤0.01% 3661
2024
Q1 		$7K Buy
1,475
+107
+8% +$523 ﹤0.01% 3503
2023
Q4 		$6K Hold
1,368
– – ﹤0.01% 3425
2023
Q3 		$6K Buy
1,368
+398
+41% +$1.93K ﹤0.01% 3369
2023
Q2 		$5K Hold
970
– – ﹤0.01% 3439
2023
Q1 		$5K Hold
970
– – ﹤0.01% 3291
2022
Q4 		$5K Sell
970
-732
-43% -$4.11K ﹤0.01% 3173
2022
Q3 		$9K Hold
1,702
– – ﹤0.01% 2747
2022
Q2 		$13K Buy
+1,702
New +$13.8K ﹤0.01% 2416
2019
Q1 		– Sell
-13,012
Closed -$107K – 3073
2018
Q4 		$107K Buy
+13,012
New +$123K ﹤0.01% 714

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

Carson Wealth (CWM LLC)'s GLO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Clough Global Opportunities Fund (GLO) position steady in Q1 2026 at 1,046 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #4972.

Carson Wealth (CWM LLC) first reported a position in GLO in Q4 2018 and has held it in 17 quarters since. The position peaked at $107K in Q4 2018. 66 funds tracked by Wall St. Rank hold GLO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,046 shares of Clough Global Opportunities Fund worth $5.83K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Clough Global Opportunities Fund share count unchanged in Q1 2026.
  • Clough Global Opportunities Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4972 holding.
  • Carson Wealth (CWM LLC) first reported a position in Clough Global Opportunities Fund in Q4 2018 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Clough Global Opportunities Fund position peaked at $107K in Q4 2018.
  • 66 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.