Venturi Wealth Management’s Clough Global Opportunities Fund GLO Stock Holding History

Venturi Wealth Management’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	-817	Closed	-$4.18K	–	1079
2024 Q4	$4.18K	Hold	817	–	–	﹤0.01%	1744
2024 Q3	$4.45K	Hold	817	–	–	﹤0.01%	1482
2024 Q2	$4.4K	Hold	817	–	–	﹤0.01%	1257
2024 Q1	$4.15K	Hold	817	–	–	﹤0.01%	1130
2023 Q4	$3.84K	Hold	817	–	–	﹤0.01%	1082
2023 Q3	$3.62K	Hold	817	–	–	﹤0.01%	1054
2023 Q2	$4.09K	Hold	817	–	–	﹤0.01%	791
2023 Q1	$4K	Buy	+817	New	+$4.02K	﹤0.01%	871

Other funds holding GLO

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 Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

Capstone Investment Advisors New York $54B AUM 23.5% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Venturi Wealth Management's GLO Position: Q1 2025 in Review

Venturi Wealth Management sold out of Clough Global Opportunities Fund (GLO) in Q1 2025, closing a stake of 817 shares — an estimated $4.18K sold.

Venturi Wealth Management first reported a position in GLO in Q1 2023 and held it in 8 quarters. The position peaked at $4.45K in Q3 2024. 63 funds tracked by Wall St. Rank hold GLO as of Q1 2025.

Venturi Wealth Management reported no remaining Clough Global Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 817 Clough Global Opportunities Fund shares in Q1 2025, an estimated $4.18K.
Venturi Wealth Management first reported a position in Clough Global Opportunities Fund in Q1 2023 and held it in 8 quarters.
Venturi Wealth Management's Clough Global Opportunities Fund position peaked at $4.45K in Q3 2024.
63 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.