Next Financial Group’s Clough Global Equity Fund GLQ Stock Holding History

Next Financial Group’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
2021 Q4	$25K	Buy	1,900 +1,700	+850%	+$24.9K	﹤0.01%	1784
2021 Q3	$3K	Buy	+200	New	+$3.04K	﹤0.01%	2374
2016 Q2	–	Sell	-1,300	Closed	-$14K	–	1782
2016 Q1	$14K	Sell	1,300 -1,428	-52%	-$15.5K	﹤0.01%	1054
2015 Q4	$34K	Buy	2,728 +38	+1%	+$483	0.01%	742
2015 Q3	$34K	Buy	2,690 +34	+1%	+$483	0.01%	766
2015 Q2	$39K	Buy	2,656 +30	+1%	+$452	0.01%	760
2015 Q1	$39K	Buy	+2,626	New	+$38.7K	0.01%	746

Other funds holding GLQ

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

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

SFS

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

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

Next Financial Group increased its Clough Global Equity Fund (GLQ) stake by 850% in Q4 2021, buying an estimated $24.9K and bringing the position to 1,900 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Next Financial Group first reported a position in GLQ in Q1 2015 and has held it in 7 quarters since. The position peaked at $39K in Q2 2015. 46 funds tracked by Wall St. Rank hold GLQ as of Q4 2021.

Next Financial Group held 1,900 shares of Clough Global Equity Fund worth $25K as of Q4 2021.
Next Financial Group bought 1,700 Clough Global Equity Fund shares in Q4 2021, an estimated $24.9K.
Clough Global Equity Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1784 holding.
Next Financial Group first reported a position in Clough Global Equity Fund in Q1 2015 and has held it in 7 quarters since.
Next Financial Group's Clough Global Equity Fund position peaked at $39K in Q2 2015.
46 funds tracked by Wall St. Rank held Clough Global Equity Fund as of Q4 2021.

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