Steward Partners Investment Advisory
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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $54B AUM 23.5% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 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. 63 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.
  • 63 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.