Concurrent Investment Advisors
GLO icon

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
Q2 		$380K Buy
62,073
+4,000
+7% +$23.6K ﹤0.01% 1555
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Concurrent Investment Advisors's GLO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Clough Global Opportunities Fund (GLO) stake by 6.9% in Q2 2026, buying an estimated $23.6K and bringing the position to 62,073 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Concurrent Investment Advisors first reported a position in GLO in Q4 2023 and has held it in 11 quarters since. 67 funds tracked by Wall St. Rank hold GLO as of Q2 2026.

  • Concurrent Investment Advisors held 62,073 shares of Clough Global Opportunities Fund worth $380K as of Q2 2026.
  • Concurrent Investment Advisors bought 4,000 Clough Global Opportunities Fund shares in Q2 2026, an estimated $23.6K.
  • Clough Global Opportunities Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1555 holding.
  • Concurrent Investment Advisors first reported a position in Clough Global Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
  • 67 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.