IFWM
GLO

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return

Institute for Wealth Management's GLO Position: Q2 2023 in Review

Institute for Wealth Management sold out of Clough Global Opportunities Fund (GLO) in Q2 2023, closing a stake of 10,336 shares — an estimated $50.5K sold.

Institute for Wealth Management first reported a position in GLO in Q4 2017 and held it in 16 quarters. The position peaked at $140K in Q1 2021. 65 funds tracked by Wall St. Rank hold GLO as of Q2 2023.

  • Institute for Wealth Management reported no remaining Clough Global Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • Institute for Wealth Management sold 10,336 Clough Global Opportunities Fund shares in Q2 2023, an estimated $50.5K.
  • Institute for Wealth Management first reported a position in Clough Global Opportunities Fund in Q4 2017 and held it in 16 quarters.
  • Institute for Wealth Management's Clough Global Opportunities Fund position peaked at $140K in Q1 2021.
  • 65 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2023.

Based on Institute for Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.