PWPS
GLO

Pinnacle Wealth Planning Services’s Clough Global Opportunities Fund GLO Stock Holding History

Pinnacle Wealth Planning 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
2026
Q1 		$7.47K Sell
1,342
-144
-10% -$843 ﹤0.01% 2125
2025
Q4 		$8.41K Buy
+1,486
New +$8.47K ﹤0.01% 2078
2021
Q1 		– Sell
-3,586
Closed -$40K – 987
2020
Q4 		$40K Buy
+3,586
New +$36.2K 0.01% 893

Other funds holding GLO

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

Pinnacle Wealth Planning Services's GLO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Clough Global Opportunities Fund (GLO) stake by 9.7% in Q1 2026, selling an estimated $843 and leaving 1,342 shares worth $7.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

Pinnacle Wealth Planning Services first reported a position in GLO in Q4 2020 and has held it in 3 quarters since. The position peaked at $40K in Q4 2020. 66 funds tracked by Wall St. Rank hold GLO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,342 shares of Clough Global Opportunities Fund worth $7.47K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 144 Clough Global Opportunities Fund shares in Q1 2026, an estimated $843.
  • Clough Global Opportunities Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2125 holding.
  • Pinnacle Wealth Planning Services first reported a position in Clough Global Opportunities Fund in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Clough Global Opportunities Fund position peaked at $40K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.