PFGIA
GLO

Patriot Financial Group Insurance Agency’s Clough Global Opportunities Fund GLO Stock Holding History

Patriot Financial Group Insurance Agency’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
2026
Q2 		– Sell
-110,204
Closed -$614K – 578
2026
Q1 		$614K Buy
110,204
+90,115
+449% +$528K 0.03% 395
2025
Q4 		$114K Hold
20,089
– – 0.01% 497
2025
Q3 		$115K Hold
20,089
– – 0.01% 478
2025
Q2 		$109K Hold
20,089
– – 0.01% 518
2025
Q1 		$98.2K Hold
20,089
– – 0.01% 475
2024
Q4 		$103K Hold
20,089
– – 0.01% 461
2024
Q3 		$109K Hold
20,089
– – 0.01% 482
2024
Q2 		$108K Hold
20,089
– – 0.02% 461
2024
Q1 		$102K Hold
20,089
– – 0.02% 465
2023
Q4 		$94.4K Sell
20,089
-1,250
-6% -$5.62K 0.02% 447
2023
Q3 		$94.5K Hold
21,339
– – 0.02% 444
2023
Q2 		$107K Buy
21,339
+2,166
+11% +$10.4K 0.02% 452
2023
Q1 		$93.8K Buy
19,173
+7,969
+71% +$39.3K 0.02% 441
2022
Q4 		$56.8K Buy
+11,204
New +$63K 0.01% 419
2022
Q3 		– Sell
-8,204
Closed -$60K – 1001
2022
Q2 		$60K Hold
8,204
– – 0.01% 674
2022
Q1 		$77K Buy
8,204
+2,800
+52% +$27.2K 0.01% 655
2021
Q4 		$57K Sell
5,404
-584
-10% -$7.05K 0.01% 810
2021
Q3 		$73K Hold
5,988
– – 0.01% 744
2021
Q2 		$72K Buy
5,988
+2,098
+54% +$26.4K 0.01% 722
2021
Q1 		$48K Buy
+3,890
New +$47.7K 0.01% 789
2017
Q1 		– Sell
-117
Closed -$1K – 828
2016
Q4 		$1K Buy
+117
New +$1.06K ﹤0.01% 733

Other funds holding GLO

BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GLO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Clough Global Opportunities Fund (GLO) in Q2 2026, closing a stake of 110,204 shares — an estimated $614K sold.

Patriot Financial Group Insurance Agency first reported a position in GLO in Q4 2016 and held it in 21 quarters. The position peaked at $614K in Q1 2026. 25 funds tracked by Wall St. Rank hold GLO as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Clough Global Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 110,204 Clough Global Opportunities Fund shares in Q2 2026, an estimated $614K.
  • Patriot Financial Group Insurance Agency first reported a position in Clough Global Opportunities Fund in Q4 2016 and held it in 21 quarters.
  • Patriot Financial Group Insurance Agency's Clough Global Opportunities Fund position peaked at $614K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.