Wealthcare Advisory Partners’s Clough Global Opportunities Fund GLO Stock Holding History

Wealthcare Advisory Partners’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
2022 Q2	–	Sell	-35,379	Closed	-$333K	–	586
2022 Q1	$333K	Sell	35,379 -17,175	-33%	-$167K	0.02%	391
2021 Q4	$559K	Buy	52,554 +538	+1%	+$6.5K	0.03%	301
2021 Q3	$634K	Buy	52,016 +384	+0.7%	+$4.84K	0.04%	275
2021 Q2	$625K	Buy	51,632 +10,995	+27%	+$138K	0.04%	270
2021 Q1	$498K	Buy	40,637 +11,017	+37%	+$135K	0.04%	288
2020 Q4	$329K	Buy	+29,620	New	+$299K	0.03%	306

Other funds holding GLO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthcare Advisory Partners's GLO Position: Q2 2022 in Review

Wealthcare Advisory Partners sold out of Clough Global Opportunities Fund (GLO) in Q2 2022, closing a stake of 35,379 shares — an estimated $333K sold.

Wealthcare Advisory Partners first reported a position in GLO in Q4 2020 and held it in 6 quarters. The position peaked at $634K in Q3 2021. 48 funds tracked by Wall St. Rank hold GLO as of Q2 2022.

Wealthcare Advisory Partners reported no remaining Clough Global Opportunities Fund position as of Q2 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 35,379 Clough Global Opportunities Fund shares in Q2 2022, an estimated $333K.
Wealthcare Advisory Partners first reported a position in Clough Global Opportunities Fund in Q4 2020 and held it in 6 quarters.
Wealthcare Advisory Partners's Clough Global Opportunities Fund position peaked at $634K in Q3 2021.
48 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2022, filed 15 Aug 2022.