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
Q2 		$8.21K Hold
1,342
– – ﹤0.01% 2139
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 $34.3B AUM 27.35% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Wealth Planning Services's GLO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Clough Global Opportunities Fund (GLO) position steady in Q2 2026 at 1,342 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

Pinnacle Wealth Planning Services first reported a position in GLO in Q4 2020 and has held it in 4 quarters since. The position peaked at $40K in Q4 2020. 67 funds tracked by Wall St. Rank hold GLO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,342 shares of Clough Global Opportunities Fund worth $8.21K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Clough Global Opportunities Fund share count unchanged in Q2 2026.
  • Clough Global Opportunities Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2139 holding.
  • Pinnacle Wealth Planning Services first reported a position in Clough Global Opportunities Fund in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Clough Global Opportunities Fund position peaked at $40K in Q4 2020.
  • 67 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.