Carson Wealth (CWM LLC)’s Clough Global Equity Fund GLQ Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$736	Hold	98	–	–	﹤0.01%	5440
2025 Q4	$1K	Buy	+98	New	+$753	﹤0.01%	5220
2022 Q3	–	Sell	-566	Closed	-$5K	–	4012
2022 Q2	$5K	Buy	+566	New	+$5.65K	﹤0.01%	2972
2019 Q1	–	Sell	-26,303	Closed	-$285K	–	3074
2018 Q4	$285K	Buy	+26,303	New	+$338K	0.01%	530

Other funds holding GLQ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Clough Global Equity Fund (GLQ) position steady in Q1 2026 at 98 shares worth $736. The position accounts for ﹤0.01% of the portfolio, ranked #5440.

Carson Wealth (CWM LLC) first reported a position in GLQ in Q4 2018 and has held it in 4 quarters since. The position peaked at $285K in Q4 2018. 52 funds tracked by Wall St. Rank hold GLQ as of Q1 2026.

Carson Wealth (CWM LLC) held 98 shares of Clough Global Equity Fund worth $736 as of Q1 2026.
Carson Wealth (CWM LLC) left its Clough Global Equity Fund share count unchanged in Q1 2026.
Clough Global Equity Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5440 holding.
Carson Wealth (CWM LLC) first reported a position in Clough Global Equity Fund in Q4 2018 and has held it in 4 quarters since.
Carson Wealth (CWM LLC)'s Clough Global Equity Fund position peaked at $285K in Q4 2018.
52 funds tracked by Wall St. Rank held Clough Global Equity Fund as of Q1 2026.

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