Next Financial Group’s Clough Global Opportunities Fund GLO Stock Holding History

Next Financial Group’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
2021 Q4	$2K	Hold	200	–	–	﹤0.01%	2608
2021 Q3	$2K	Buy	+200	New	+$2.52K	﹤0.01%	2477
2016 Q1	–	Sell	-1,500	Closed	-$15K	–	1779
2015 Q4	$15K	Hold	1,500	–	–	0.01%	1033
2015 Q3	$16K	Hold	1,500	–	–	0.01%	1036
2015 Q2	$18K	Buy	+1,500	New	+$18.8K	0.01%	1042
2014 Q3	–	Sell	-4,750	Closed	-$59K	–	2528
2014 Q2	$59K	Buy	+4,750	New	+$60.2K	0.03%	319

Other funds holding GLO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

SFS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Next Financial Group's GLO Position: Q4 2021 in Review

Next Financial Group held its Clough Global Opportunities Fund (GLO) position steady in Q4 2021 at 200 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

Next Financial Group first reported a position in GLO in Q2 2014 and has held it in 6 quarters since. The position peaked at $59K in Q2 2014. 62 funds tracked by Wall St. Rank hold GLO as of Q4 2021.

Next Financial Group held 200 shares of Clough Global Opportunities Fund worth $2K as of Q4 2021.
Next Financial Group left its Clough Global Opportunities Fund share count unchanged in Q4 2021.
Clough Global Opportunities Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2608 holding.
Next Financial Group first reported a position in Clough Global Opportunities Fund in Q2 2014 and has held it in 6 quarters since.
Next Financial Group's Clough Global Opportunities Fund position peaked at $59K in Q2 2014.
62 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.