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
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 $3.62B AUM 13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

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

Evolve Private Wealth reduced its Clough Global Dividend & Income Fund (GLV) stake by 0.98% in Q1 2026, selling an estimated $4.36K and leaving 71,423 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #653.

Evolve Private Wealth first reported a position in GLV in Q4 2025 and has held it in 2 quarters since. The position peaked at $431K in Q4 2025. 41 funds tracked by Wall St. Rank hold GLV as of Q1 2026.

  • Evolve Private Wealth held 71,423 shares of Clough Global Dividend & Income Fund worth $423K as of Q1 2026.
  • Evolve Private Wealth sold 708 Clough Global Dividend & Income Fund shares in Q1 2026, an estimated $4.36K.
  • Clough Global Dividend & Income Fund made up 0.02% of Evolve Private Wealth's portfolio in Q1 2026, its #653 holding.
  • Evolve Private Wealth first reported a position in Clough Global Dividend & Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Clough Global Dividend & Income Fund position peaked at $431K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Clough Global Dividend & Income Fund as of Q1 2026.

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