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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
Q2 		$113K Sell
18,534
-2,714
-13% -$16K 0.08% 135
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 $34.3B AUM 27.35% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WJ Financial Advisors's GLO Position: Q2 2026 in Review

WJ Financial Advisors reduced its Clough Global Opportunities Fund (GLO) stake by 13% in Q2 2026, selling an estimated $16K and leaving 18,534 shares worth $113K. The position accounts for 0.08% of the portfolio, ranked #135.

WJ Financial Advisors first reported a position in GLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $134K in Q3 2025. 67 funds tracked by Wall St. Rank hold GLO as of Q2 2026.

  • WJ Financial Advisors held 18,534 shares of Clough Global Opportunities Fund worth $113K as of Q2 2026.
  • WJ Financial Advisors sold 2,714 Clough Global Opportunities Fund shares in Q2 2026, an estimated $16K.
  • Clough Global Opportunities Fund made up 0.08% of WJ Financial Advisors's portfolio in Q2 2026, its #135 holding.
  • WJ Financial Advisors first reported a position in Clough Global Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's Clough Global Opportunities Fund position peaked at $134K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.