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Evolve Private Wealth’s Clough Global Opportunities Fund GLO Stock Holding History

Evolve Private Wealth’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 		$856K Sell
139,939
-8,579
-6% -$50.5K 0.05% 325
2026
Q1 		$827K Buy
148,518
+990
+0.7% +$5.8K 0.04% 384
2025
Q4 		$835K Buy
+147,528
New +$841K 0.05% 352

Other funds holding GLO

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SCM
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
SIA
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
PCM
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

Evolve Private Wealth's GLO Position: Q2 2026 in Review

Evolve Private Wealth reduced its Clough Global Opportunities Fund (GLO) stake by 5.8% in Q2 2026, selling an estimated $50.5K and leaving 139,939 shares worth $856K. The position accounts for 0.05% of the portfolio, ranked #325.

Evolve Private Wealth first reported a position in GLO in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold GLO as of Q2 2026.

  • Evolve Private Wealth held 139,939 shares of Clough Global Opportunities Fund worth $856K as of Q2 2026.
  • Evolve Private Wealth sold 8,579 Clough Global Opportunities Fund shares in Q2 2026, an estimated $50.5K.
  • Clough Global Opportunities Fund made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #325 holding.
  • Evolve Private Wealth first reported a position in Clough Global Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.