Kestra Private Wealth Services’s Clough Global Opportunities Fund GLO Stock Holding History

Kestra Private Wealth Services’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
2024 Q1	–	Sell	-10,000	Closed	-$47K	–	1332
2023 Q4	$47K	Hold	10,000	–	–	﹤0.01%	1171
2023 Q3	$44.3K	Hold	10,000	–	–	﹤0.01%	1127
2023 Q2	$50.1K	Hold	10,000	–	–	﹤0.01%	1040
2023 Q1	$48.9K	Buy	+10,000	New	+$49.3K	﹤0.01%	1013

Other funds holding GLO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Kestra Private Wealth Services's GLO Position: Q1 2024 in Review

Kestra Private Wealth Services sold out of Clough Global Opportunities Fund (GLO) in Q1 2024, closing a stake of 10,000 shares — an estimated $47K sold.

Kestra Private Wealth Services first reported a position in GLO in Q1 2023 and held it in 4 quarters. The position peaked at $50.1K in Q2 2023. 66 funds tracked by Wall St. Rank hold GLO as of Q1 2024.

Kestra Private Wealth Services reported no remaining Clough Global Opportunities Fund position as of Q1 2024 after selling out during the quarter.
Kestra Private Wealth Services sold 10,000 Clough Global Opportunities Fund shares in Q1 2024, an estimated $47K.
Kestra Private Wealth Services first reported a position in Clough Global Opportunities Fund in Q1 2023 and held it in 4 quarters.
Kestra Private Wealth Services's Clough Global Opportunities Fund position peaked at $50.1K in Q2 2023.
66 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2024.

Based on Kestra Private Wealth Services's 13F filing for Q1 2024, filed 2 May 2024.