EPW
GLO

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
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 $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

Evolve Private Wealth's GLO Position: Q1 2026 in Review

Evolve Private Wealth increased its Clough Global Opportunities Fund (GLO) stake by 0.67% in Q1 2026, buying an estimated $5.8K and bringing the position to 148,518 shares worth $827K. The position accounts for 0.04% of the portfolio, ranked #384.

Evolve Private Wealth first reported a position in GLO in Q4 2025 and has held it in 2 quarters since. The position peaked at $835K in Q4 2025. 66 funds tracked by Wall St. Rank hold GLO as of Q1 2026.

  • Evolve Private Wealth held 148,518 shares of Clough Global Opportunities Fund worth $827K as of Q1 2026.
  • Evolve Private Wealth bought 990 Clough Global Opportunities Fund shares in Q1 2026, an estimated $5.8K.
  • Clough Global Opportunities Fund made up 0.04% of Evolve Private Wealth's portfolio in Q1 2026, its #384 holding.
  • Evolve Private Wealth first reported a position in Clough Global Opportunities Fund in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Clough Global Opportunities Fund position peaked at $835K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.