Concurrent Investment Advisors’s Clough Global Equity Fund GLQ Stock Holding History

Concurrent Investment Advisors’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	$158K	Buy	+18,363	New	+$152K	﹤0.01%	1978

Other funds holding GLQ

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

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

Concurrent Investment Advisors opened a new position in Clough Global Equity Fund (GLQ) in Q2 2026: 18,363 shares worth $158K. The stake represents ﹤0.01% of the portfolio and ranks #1978 among its holdings.

13 funds tracked by Wall St. Rank hold GLQ as of Q2 2026.

Concurrent Investment Advisors held 18,363 shares of Clough Global Equity Fund worth $158K as of Q2 2026.
Clough Global Equity Fund was a new Concurrent Investment Advisors position in Q2 2026.
Clough Global Equity Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1978 holding.
13 funds tracked by Wall St. Rank held Clough Global Equity Fund as of Q2 2026.

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