VWM
GLO

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
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
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 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. 62 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.
  • 62 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.