Institute for Wealth Management’s Clough Global Equity Fund GLQ Stock Holding History

Institute for Wealth Management’s Portfolio GLQ Stock Details GLQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.4K	Buy	+1,091	New	+$9.03K	﹤0.01%	1326

Other funds holding GLQ

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Clough Global Equity Fund (GLQ) in Q2 2026: 1,091 shares worth $9.4K. The stake represents ﹤0.01% of the portfolio and ranks #1326 among its holdings.

13 funds tracked by Wall St. Rank hold GLQ as of Q2 2026.

Institute for Wealth Management held 1,091 shares of Clough Global Equity Fund worth $9.4K as of Q2 2026.
Clough Global Equity Fund was a new Institute for Wealth Management position in Q2 2026.
Clough Global Equity Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1326 holding.
13 funds tracked by Wall St. Rank held Clough Global Equity Fund as of Q2 2026.

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