EPW
GLV

Evolve Private Wealth’s Clough Global Dividend & Income Fund GLV Stock Holding History

Evolve Private Wealth’s Portfolio GLV Stock Details GLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$442K Sell
66,534
-4,889
-7% -$30.5K 0.03% 564
2026
Q1 		$423K Sell
71,423
-708
-1% -$4.36K 0.02% 653
2025
Q4 		$431K Buy
+72,131
New +$434K 0.03% 587

Other funds holding GLV

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

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

Evolve Private Wealth reduced its Clough Global Dividend & Income Fund (GLV) stake by 6.8% in Q2 2026, selling an estimated $30.5K and leaving 66,534 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #564.

Evolve Private Wealth first reported a position in GLV in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold GLV as of Q2 2026.

  • Evolve Private Wealth held 66,534 shares of Clough Global Dividend & Income Fund worth $442K as of Q2 2026.
  • Evolve Private Wealth sold 4,889 Clough Global Dividend & Income Fund shares in Q2 2026, an estimated $30.5K.
  • Clough Global Dividend & Income Fund made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #564 holding.
  • Evolve Private Wealth first reported a position in Clough Global Dividend & Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Clough Global Dividend & Income Fund as of Q2 2026.

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