SFS
GLO

Shaker Financial Services’s Clough Global Opportunities Fund GLO Stock Holding History

Shaker Financial 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 		$1.28M Buy
208,507
+131,241
+170% +$773K 0.4% 79
2026
Q1 		$430K Sell
77,266
-67,006
-46% -$392K 0.15% 113
2025
Q4 		$817K Sell
144,272
-183,026
-56% -$1.04M 0.26% 110
2025
Q3 		$1.87M Buy
+327,298
New +$1.81M 0.64% 58
2025
Q2 		– Sell
-263,762
Closed -$1.29M – 160
2025
Q1 		$1.29M Buy
263,762
+16,884
+7% +$86.9K 0.5% 71
2024
Q4 		$1.26M Buy
246,878
+18,579
+8% +$98.8K 0.48% 67
2024
Q3 		$1.24M Sell
228,299
-37,186
-14% -$198K 0.47% 64
2024
Q2 		$1.43M Buy
265,485
+94,096
+55% +$478K 0.58% 54
2024
Q1 		$871K Sell
171,389
-106,469
-38% -$520K 0.34% 86
2023
Q4 		$1.31M Sell
277,858
-12,389
-4% -$55.7K 0.54% 65
2023
Q3 		$1.29M Sell
290,247
-74,389
-20% -$361K 0.6% 57
2023
Q2 		$1.83M Sell
364,636
-45,232
-11% -$217K 0.8% 45
2023
Q1 		$2M Buy
409,868
+55,657
+16% +$274K 0.88% 39
2022
Q4 		$1.8M Buy
354,211
+317,651
+869% +$1.78M 0.84% 40
2022
Q3 		$203K Buy
+36,560
New +$259K 0.1% 135
2022
Q2 		– Sell
-113,808
Closed -$1.07M – 143
2022
Q1 		$1.07M Sell
113,808
-130,665
-53% -$1.27M 0.4% 81
2021
Q4 		$2.6M Buy
+244,473
New +$2.95M 0.92% 32
2021
Q2 		– Sell
-30,314
Closed -$371K – 172
2021
Q1 		$371K Sell
30,314
-79,594
-72% -$976K 0.15% 138
2020
Q4 		$1.22M Sell
109,908
-10,611
-9% -$107K 0.51% 65
2020
Q3 		$1.13M Buy
120,519
+74,451
+162% +$698K 0.6% 54
2020
Q2 		$401K Sell
46,068
-64,465
-58% -$518K 0.22% 115
2020
Q1 		$793K Buy
110,533
+27,518
+33% +$249K 0.54% 63
2019
Q4 		$784K Buy
83,015
+22,399
+37% +$207K 0.36% 69
2019
Q3 		$554K Sell
60,616
-124,796
-67% -$1.17M 0.28% 87
2019
Q2 		$1.73M Buy
+185,412
New +$1.78M 0.9% 30
2019
Q1 		– Sell
-77,588
Closed -$639K – 129
2018
Q4 		$639K Buy
77,588
+67,588
+676% +$641K 0.36% 75
2018
Q3 		$108K Sell
10,000
-32,040
-76% -$359K 0.05% 122
2018
Q2 		$462K Buy
+42,040
New +$459K 0.23% 77
2018
Q1 		– Sell
-144,811
Closed -$1.58M – 124
2017
Q4 		$1.58M Buy
144,811
+22,875
+19% +$255K 0.75% 49
2017
Q3 		$1.36M Sell
121,936
-20,180
-14% -$225K 0.72% 46
2017
Q2 		$1.51M Buy
+142,116
New +$1.49M 0.85% 38
2017
Q1 		– Sell
-179,372
Closed -$1.53M – 121
2016
Q4 		$1.53M Buy
179,372
+101,485
+130% +$918K 0.91% 44
2016
Q3 		$753K Buy
+77,887
New +$752K 0.49% 62
2016
Q2 		– Sell
-48,421
Closed -$464K – 118
2016
Q1 		$464K Buy
48,421
+3,421
+8% +$32K 0.34% 61
2015
Q4 		$470K Sell
45,000
-126,489
-74% -$1.38M 0.33% 73
2015
Q3 		$1.83M Buy
171,489
+159,170
+1,292% +$1.87M 1.38% 29
2015
Q2 		$148K Sell
12,319
-72,837
-86% -$910K 0.09% 107
2015
Q1 		$1.06M Sell
85,156
-5,194
-6% -$64.4K 0.66% 57
2014
Q4 		$1.16M Sell
90,350
-191,184
-68% -$2.29M 0.74% 50
2014
Q3 		$3.36M Sell
281,534
-46,514
-14% -$586K 2.17% 7
2014
Q2 		$4.26M Buy
328,048
+254,684
+347% +$3.23M 2.59% 3
2014
Q1 		$935K Sell
73,364
-99,197
-57% -$1.28M 0.61% 56
2013
Q4 		$2.25M Buy
172,561
+43,154
+33% +$552K 1.57% 14
2013
Q3 		$1.67M Buy
129,407
+113,904
+735% +$1.46M 1.24% 19
2013
Q2 		$200K Buy
+15,503
New +$201K 0.15% 133

Other funds holding GLO

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Shaker Financial Services's GLO Position: Q2 2026 in Review

Shaker Financial Services increased its Clough Global Opportunities Fund (GLO) stake by 170% in Q2 2026, buying an estimated $773K and bringing the position to 208,507 shares worth $1.28M. The position accounts for 0.4% of the portfolio, ranked #79.

Shaker Financial Services first reported a position in GLO in Q2 2013 and has held it in 45 quarters since. The position peaked at $4.26M in Q2 2014. 22 funds tracked by Wall St. Rank hold GLO as of Q2 2026.

  • Shaker Financial Services held 208,507 shares of Clough Global Opportunities Fund worth $1.28M as of Q2 2026.
  • Shaker Financial Services bought 131,241 Clough Global Opportunities Fund shares in Q2 2026, an estimated $773K.
  • Clough Global Opportunities Fund made up 0.4% of Shaker Financial Services's portfolio in Q2 2026, its #79 holding.
  • Shaker Financial Services first reported a position in Clough Global Opportunities Fund in Q2 2013 and has held it in 45 quarters since.
  • Shaker Financial Services's Clough Global Opportunities Fund position peaked at $4.26M in Q2 2014.
  • 22 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.