SPIA
GLV

Steward Partners Investment Advisory’s Clough Global Dividend & Income Fund GLV Stock Holding History

Steward Partners Investment Advisory’s Portfolio GLV Stock Details GLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.2K Hold
3,941
– – ﹤0.01% 3292
2026
Q1 		$23.3K Hold
3,941
– – ﹤0.01% 3158
2025
Q4 		$23.5K Hold
3,941
– – ﹤0.01% 3073
2025
Q3 		$23.4K Hold
3,941
– – ﹤0.01% 3018
2025
Q2 		$22.4K Hold
3,941
– – ﹤0.01% 2868
2025
Q1 		$21.5K Hold
3,941
– – ﹤0.01% 2776
2024
Q4 		$21.4K Hold
3,941
– – ﹤0.01% 2756
2024
Q3 		$23.2K Sell
3,941
-3,205
-45% -$18.5K ﹤0.01% 2597
2024
Q2 		$40.7K Sell
7,146
-6,779
-49% -$37.5K ﹤0.01% 2202
2024
Q1 		$77.8K Buy
13,925
+299
+2% +$1.62K ﹤0.01% 1879
2023
Q4 		$70.1K Buy
13,626
+360
+3% +$1.81K ﹤0.01% 1833
2023
Q3 		$65.9K Sell
13,266
-3,899
-23% -$21.2K ﹤0.01% 1777
2023
Q2 		$95.3K Buy
17,165
+489
+3% +$2.74K ﹤0.01% 1602
2023
Q1 		$96.4K Sell
16,676
-3,167
-16% -$19.4K ﹤0.01% 1602
2022
Q4 		$127K Buy
19,843
+571
+3% +$3.92K ﹤0.01% 1448
2022
Q3 		$128K Buy
19,272
+486
+3% +$3.89K ﹤0.01% 1395
2022
Q2 		$153K Sell
18,786
-428
-2% -$3.73K ﹤0.01% 1315
2022
Q1 		$177K Buy
19,214
+369
+2% +$3.59K ﹤0.01% 1346
2021
Q4 		$202K Sell
18,845
-17,478
-48% -$195K ﹤0.01% 1312
2021
Q3 		$403K Buy
36,323
+23,675
+187% +$272K 0.01% 984
2021
Q2 		$138K Buy
12,648
+851
+7% +$9.87K ﹤0.01% 1848
2021
Q1 		$138K Sell
11,797
-6,319
-35% -$70.2K ﹤0.01% 1459
2020
Q4 		$188K Buy
18,116
+204
+1% +$1.98K ﹤0.01% 1098
2020
Q3 		$165K Buy
17,912
+380
+2% +$3.62K ﹤0.01% 1014
2020
Q2 		$151K Sell
17,532
-593
-3% -$4.98K ﹤0.01% 974
2020
Q1 		$151K Sell
18,125
-5,685
-24% -$59.8K 0.01% 871
2019
Q4 		$260K Sell
23,810
-1,687
-7% -$18.5K 0.01% 801
2019
Q3 		$276K Sell
25,497
-1,374
-5% -$14.9K 0.01% 743
2019
Q2 		$300K Sell
26,871
-2,564
-9% -$28.5K 0.01% 693
2019
Q1 		$326K Sell
29,435
-15,190
-34% -$166K 0.01% 619
2018
Q4 		$446K Buy
44,625
+1,208
+3% +$13.5K 0.02% 515
2018
Q3 		$524K Sell
43,417
-3,614
-8% -$45.4K 0.03% 489
2018
Q2 		$585K Buy
47,031
+806
+2% +$10.2K 0.03% 432
2018
Q1 		$575K Buy
46,225
+687
+2% +$9.07K 0.04% 389
2017
Q4 		$606K Sell
45,538
-1,514
-3% -$20.8K 0.05% 323
2017
Q3 		$653K Buy
47,052
+886
+2% +$12.3K 0.07% 252
2017
Q2 		$616K Buy
46,166
+694
+2% +$9.37K 0.07% 243
2017
Q1 		$603K Buy
+45,472
New +$576K 0.09% 187

Other funds holding GLV

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Steward Partners Investment Advisory's GLV Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Clough Global Dividend & Income Fund (GLV) position steady in Q2 2026 at 3,941 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3292.

Steward Partners Investment Advisory first reported a position in GLV in Q1 2017 and has held it in 38 quarters since. The position peaked at $653K in Q3 2017. 32 funds tracked by Wall St. Rank hold GLV as of Q2 2026.

  • Steward Partners Investment Advisory held 3,941 shares of Clough Global Dividend & Income Fund worth $26.2K as of Q2 2026.
  • Steward Partners Investment Advisory left its Clough Global Dividend & Income Fund share count unchanged in Q2 2026.
  • Clough Global Dividend & Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3292 holding.
  • Steward Partners Investment Advisory first reported a position in Clough Global Dividend & Income Fund in Q1 2017 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Clough Global Dividend & Income Fund position peaked at $653K in Q3 2017.
  • 32 funds tracked by Wall St. Rank held Clough Global Dividend & Income Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.