Concurrent Investment Advisors’s Clough Global Opportunities Fund GLO Stock Holding History

Concurrent Investment Advisors’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	$323K	Buy	58,073 +15,415	+36%	+$90.2K	﹤0.01%	1449
2025 Q4	$241K	Buy	42,658 +1,084	+3%	+$6.18K	﹤0.01%	1528
2025 Q3	$237K	Hold	41,574	–	–	﹤0.01%	1266
2025 Q2	$226K	Buy	41,574 +3,857	+10%	+$19.5K	﹤0.01%	1207
2025 Q1	$184K	Buy	37,717 +2,800	+8%	+$14.4K	﹤0.01%	1140
2024 Q4	$179K	Hold	34,917	–	–	﹤0.01%	1007
2024 Q3	$190K	Buy	34,917 +3,070	+10%	+$16.4K	0.01%	949
2024 Q2	$171K	Sell	31,847 -2,353	-7%	-$11.9K	0.01%	893
2024 Q1	$174K	Sell	34,200 -8,140	-19%	-$39.8K	0.01%	820
2023 Q4	$199K	Buy	+42,340	New	+$190K	0.01%	775

Other funds holding GLO

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

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

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

Concurrent Investment Advisors's GLO Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Clough Global Opportunities Fund (GLO) stake by 36% in Q1 2026, buying an estimated $90.2K and bringing the position to 58,073 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Concurrent Investment Advisors first reported a position in GLO in Q4 2023 and has held it in 10 quarters since. 66 funds tracked by Wall St. Rank hold GLO as of Q1 2026.

Concurrent Investment Advisors held 58,073 shares of Clough Global Opportunities Fund worth $323K as of Q1 2026.
Concurrent Investment Advisors bought 15,415 Clough Global Opportunities Fund shares in Q1 2026, an estimated $90.2K.
Clough Global Opportunities Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1449 holding.
Concurrent Investment Advisors first reported a position in Clough Global Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
66 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.