KPWS
GLO

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
Morgan Stanley New York $1.66T AUM 25.57% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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.