Steward Partners Investment Advisory’s Clough Global Opportunities Fund GLO Stock Holding History

Steward Partners Investment Advisory’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
2025 Q1	–	Sell	-353	Closed	-$1.81K	–	4069
2024 Q4	$1.81K	Hold	353	–	–	﹤0.01%	3659
2024 Q3	$1.92K	Sell	353 -5,248	-94%	-$28K	﹤0.01%	3443
2024 Q2	$30.1K	Hold	5,601	–	–	﹤0.01%	2338
2024 Q1	$28.5K	Hold	5,601	–	–	﹤0.01%	2364
2023 Q4	$26.3K	Buy	5,601 +330	+6%	+$1.48K	﹤0.01%	2269
2023 Q3	$23.3K	Sell	5,271 -1,162	-18%	-$5.64K	﹤0.01%	2232
2023 Q2	$32.2K	Buy	6,433 +123	+2%	+$590	﹤0.01%	2066
2023 Q1	$30.9K	Buy	6,310 +116	+2%	+$571	﹤0.01%	2070
2022 Q4	$31.4K	Sell	6,194 -1,346	-18%	-$7.56K	﹤0.01%	2025
2022 Q3	$42K	Buy	7,540 +154	+2%	+$1.09K	﹤0.01%	1866
2022 Q2	$54K	Sell	7,386 -676	-8%	-$5.49K	﹤0.01%	1768
2022 Q1	$76K	Sell	8,062 -4,077	-34%	-$39.5K	﹤0.01%	1715
2021 Q4	$129K	Sell	12,139 -23,282	-66%	-$281K	﹤0.01%	1482
2021 Q3	$431K	Buy	35,421 +22,575	+176%	+$285K	0.01%	956
2021 Q2	$155K	Buy	12,846 +3,292	+34%	+$41.4K	﹤0.01%	1745
2021 Q1	$117K	Sell	9,554 -5,265	-36%	-$64.6K	﹤0.01%	1542
2020 Q4	$165K	Buy	14,819 +156	+1%	+$1.58K	﹤0.01%	1150
2020 Q3	$137K	Buy	14,663 +6,089	+71%	+$57.1K	﹤0.01%	1088
2020 Q2	$75K	Sell	8,574 -697	-8%	-$5.61K	﹤0.01%	1262
2020 Q1	$66K	Buy	9,271 +151	+2%	+$1.37K	﹤0.01%	1165
2019 Q4	$86K	Sell	9,120 -679	-7%	-$6.29K	﹤0.01%	1185
2019 Q3	$89K	Buy	9,799 +96	+1%	+$898	﹤0.01%	1133
2019 Q2	$90K	Buy	+9,703	New	+$92.9K	﹤0.01%	1098
2019 Q1	–	Sell	-19,317	Closed	-$158K	–	810
2018 Q4	$158K	Buy	19,317 +410	+2%	+$3.89K	0.01%	719
2018 Q3	$205K	Buy	+18,907	New	+$212K	0.01%	711
2018 Q2	–	Sell	-18,390	Closed	-$196K	–	2485
2018 Q1	$196K	Sell	18,390 -137	-0.7%	-$1.52K	0.01%	624
2017 Q4	$201K	Sell	18,527 -749	-4%	-$8.34K	0.02%	516
2017 Q3	$215K	Buy	19,276 +320	+2%	+$3.56K	0.02%	430
2017 Q2	$200K	Buy	18,956 +259	+1%	+$2.72K	0.02%	402
2017 Q1	$192K	Buy	+18,697	New	+$183K	0.03%	331

Other funds holding GLO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

Steward Partners Investment Advisory's GLO Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Clough Global Opportunities Fund (GLO) in Q1 2025, closing a stake of 353 shares — an estimated $1.81K sold.

Steward Partners Investment Advisory first reported a position in GLO in Q1 2017 and held it in 30 quarters. The position peaked at $431K in Q3 2021. 62 funds tracked by Wall St. Rank hold GLO as of Q1 2025.

Steward Partners Investment Advisory reported no remaining Clough Global Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 353 Clough Global Opportunities Fund shares in Q1 2025, an estimated $1.81K.
Steward Partners Investment Advisory first reported a position in Clough Global Opportunities Fund in Q1 2017 and held it in 30 quarters.
Steward Partners Investment Advisory's Clough Global Opportunities Fund position peaked at $431K in Q3 2021.
62 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.