WFA
GLO

WJ Financial Advisors’s Clough Global Opportunities Fund GLO Stock Holding History

WJ Financial Advisors’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
2026
Q1 		$118K Sell
21,248
-443
-2% -$2.59K 0.1% 128
2025
Q4 		$123K Sell
21,691
-1,900
-8% -$10.8K 0.11% 115
2025
Q3 		$134K Buy
+23,591
New +$130K 0.13% 107

Other funds holding GLO

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

WJ Financial Advisors's GLO Position: Q1 2026 in Review

WJ Financial Advisors reduced its Clough Global Opportunities Fund (GLO) stake by 2% in Q1 2026, selling an estimated $2.59K and leaving 21,248 shares worth $118K. The position accounts for 0.1% of the portfolio, ranked #128.

WJ Financial Advisors first reported a position in GLO in Q3 2025 and has held it in 3 quarters since. The position peaked at $134K in Q3 2025. 66 funds tracked by Wall St. Rank hold GLO as of Q1 2026.

  • WJ Financial Advisors held 21,248 shares of Clough Global Opportunities Fund worth $118K as of Q1 2026.
  • WJ Financial Advisors sold 443 Clough Global Opportunities Fund shares in Q1 2026, an estimated $2.59K.
  • Clough Global Opportunities Fund made up 0.1% of WJ Financial Advisors's portfolio in Q1 2026, its #128 holding.
  • WJ Financial Advisors first reported a position in Clough Global Opportunities Fund in Q3 2025 and has held it in 3 quarters since.
  • WJ Financial Advisors's Clough Global Opportunities Fund position peaked at $134K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2026.

Based on WJ Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.