Total Wealth Planning & Management’s Clough Global Equity Fund GLQ Stock Holding History

Total Wealth Planning & Management’s Portfolio GLQ Stock Details GLQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.16K	Buy	+11,800	New	+$76.8K	0.01%	217

Other funds holding GLQ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Total Wealth Planning & Management's GLQ Position: Q2 2025 in Review

Total Wealth Planning & Management opened a new position in Clough Global Equity Fund (GLQ) in Q2 2025: 11,800 shares worth $6.16K. The stake represents 0.01% of the portfolio and ranks #217 among its holdings.

43 funds tracked by Wall St. Rank hold GLQ as of Q2 2025.

Total Wealth Planning & Management held 11,800 shares of Clough Global Equity Fund worth $6.16K as of Q2 2025.
Clough Global Equity Fund was a new Total Wealth Planning & Management position in Q2 2025.
Clough Global Equity Fund made up 0.01% of Total Wealth Planning & Management's portfolio in Q2 2025, its #217 holding.
43 funds tracked by Wall St. Rank held Clough Global Equity Fund as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.