RFP
GLO

Root Financial Partners’s Clough Global Opportunities Fund GLO Stock Holding History

Root Financial Partners’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
-183
Closed -$1.02K – 1523
2026
Q1 		$1.02K Buy
+183
New +$1.07K ﹤0.01% 2608

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

Root Financial Partners's GLO Position: Q2 2026 in Review

Root Financial Partners sold out of Clough Global Opportunities Fund (GLO) in Q2 2026, closing a stake of 183 shares — an estimated $1.02K sold.

Root Financial Partners first reported a position in GLO in Q1 2026 and held it in 1 quarter. The position peaked at $1.02K in Q1 2026. 67 funds tracked by Wall St. Rank hold GLO as of Q2 2026.

  • Root Financial Partners reported no remaining Clough Global Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 183 Clough Global Opportunities Fund shares in Q2 2026, an estimated $1.02K.
  • Root Financial Partners first reported a position in Clough Global Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Clough Global Opportunities Fund position peaked at $1.02K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.