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Evernest Financial Advisors’s Clough Global Opportunities Fund GLO Stock Holding History

Evernest Financial 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
2025
Q1 		– Sell
-18,260
Closed -$93.5K – 157
2024
Q4 		$93.5K Buy
18,260
+492
+3% +$2.62K 0.02% 159
2024
Q3 		$96.8K Buy
17,768
+470
+3% +$2.5K 0.03% 157
2024
Q2 		$93.1K Buy
17,298
+6,568
+61% +$33.3K 0.04% 127
2024
Q1 		$52.1K Buy
+10,730
New +$52.4K 0.02% 125

Other funds holding GLO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $54B AUM 23.5% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Evernest Financial Advisors's GLO Position: Q1 2025 in Review

Evernest Financial Advisors sold out of Clough Global Opportunities Fund (GLO) in Q1 2025, closing a stake of 18,260 shares — an estimated $93.5K sold.

Evernest Financial Advisors first reported a position in GLO in Q1 2024 and held it in 4 quarters. The position peaked at $96.8K in Q3 2024. 63 funds tracked by Wall St. Rank hold GLO as of Q1 2025.

  • Evernest Financial Advisors reported no remaining Clough Global Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 18,260 Clough Global Opportunities Fund shares in Q1 2025, an estimated $93.5K.
  • Evernest Financial Advisors first reported a position in Clough Global Opportunities Fund in Q1 2024 and held it in 4 quarters.
  • Evernest Financial Advisors's Clough Global Opportunities Fund position peaked at $96.8K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2025.

Based on Evernest Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.