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Institute for Wealth Management’s Clough Global Opportunities Fund GLO Stock Holding History

Institute for Wealth Management’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 		$37.5K Buy
+6,133
New +$36.1K ﹤0.01% 952
2023
Q2 		– Sell
-10,336
Closed -$50.5K – 465
2023
Q1 		$50.5K Hold
10,336
– – 0.01% 446
2022
Q4 		$52.4K Sell
10,336
-575
-5% -$3.23K 0.01% 449
2022
Q3 		$61K Hold
10,911
– – 0.01% 441
2022
Q2 		$80K Hold
10,911
– – 0.02% 517
2022
Q1 		$103K Sell
10,911
-400
-4% -$3.88K 0.02% 529
2021
Q4 		$120K Sell
11,311
-73
-0.6% -$882 0.02% 481
2021
Q3 		$139K Hold
11,384
– – 0.02% 470
2021
Q2 		$138K Sell
11,384
-36
-0.3% -$452 0.02% 474
2021
Q1 		$140K Sell
11,420
-109
-0.9% -$1.34K 0.03% 456
2020
Q4 		$128K Hold
11,529
– – 0.03% 437
2020
Q3 		$108K Hold
11,529
– – 0.02% 410
2020
Q2 		$100K Hold
11,529
– – 0.02% 418
2020
Q1 		$83K Buy
+11,529
New +$105K 0.03% 393
2019
Q2 		– Sell
-10,754
Closed -$104K – 482
2019
Q1 		$104K Hold
10,754
– – 0.02% 433
2018
Q4 		$89K Buy
+10,754
New +$102K 0.04% 259
2018
Q1 		– Sell
-11,697
Closed -$125K – 310
2017
Q4 		$125K Buy
+11,697
New +$130K 0.03% 371

Other funds holding GLO

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Saba Capital Management
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
Sit Investment Associates
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
Penserra Capital Management
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

Institute for Wealth Management's GLO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Clough Global Opportunities Fund (GLO) in Q2 2026: 6,133 shares worth $37.5K. The stake represents ﹤0.01% of the portfolio and ranks #952 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in GLO as recently as Q1 2023.

Institute for Wealth Management first reported a position in GLO in Q4 2017 and has held it in 17 quarters since. The position peaked at $140K in Q1 2021. 67 funds tracked by Wall St. Rank hold GLO as of Q2 2026.

  • Institute for Wealth Management held 6,133 shares of Clough Global Opportunities Fund worth $37.5K as of Q2 2026.
  • Clough Global Opportunities Fund was a new Institute for Wealth Management position in Q2 2026.
  • Clough Global Opportunities Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #952 holding.
  • Institute for Wealth Management first reported a position in Clough Global Opportunities Fund in Q4 2017 and has held it in 17 quarters since.
  • Institute for Wealth Management's Clough Global Opportunities Fund position peaked at $140K in Q1 2021.
  • 67 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.