EVOLVE PRIVATE WEALTH, LLC GLO — CLOUGH GLOBAL OPPORTUNITIES

Ownership history in EVOLVE PRIVATE WEALTH, LLC  ·  4 quarters on record

AI Ownership Summary

EVOLVE PRIVATE WEALTH, LLC reported CLOUGH GLOBAL OPPORTUNITIES (GLO) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.05% in 2026 Q2. The latest visible filing shows GLO at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVOLVE PRIVATE WEALTH, LLC's position in CLOUGH GLOBAL OPPORTUNITIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

GLO was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GLO stock page EVOLVE PRIVATE WEALTH, LLC fund profile EVOLVE PRIVATE WEALTH, LLC full holdings
How EVOLVE PRIVATE WEALTH, LLC held GLO — position size vs. price
% of Fund (quarterly)    GLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 151,663 +11,724 +8.4% 0.04% $810K 2026-11-13 $5.44
2026 Q2 REDUCED 5.8% -11.4% ✅ 139,939 -8,579 -5.8% 0.05% $856K 2026-08-12 $5.86
2026 Q1 ADDED — — — 148,518 +990 +0.7% 0.04% $827K 2026-04-16 $5.47
2025 Q4 INITIATED — — — 147,528 — — 0.05% $835K 2026-02-17 $5.58

🏢 Other funds also holding GLO

As of 2026 Q3 — sorted by position size

North Ground Capital 5.03% Shaker Financial Services, LLC 3Y 7Y 0.67% RPO LLC 3Y 0.52% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.32% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.21% TrueMark Investments, LLC 0.14% DECISION INVESTMENTS, INC 0.11% Karpus Management, Inc. 3Y 7Y 0.07% Pathstone Holdings, LLC 0.06% SeaCrest Wealth Management, LLC 3Y 7Y 0.04%

FAQ About EVOLVE PRIVATE WEALTH, LLC and GLO

These are the practical questions this page is built to answer before you even open the full history table.

How long has EVOLVE PRIVATE WEALTH, LLC reported owning GLO?

EVOLVE PRIVATE WEALTH, LLC reported GLO across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported GLO position in EVOLVE PRIVATE WEALTH, LLC's portfolio?

The largest reported portfolio weight for GLO was 0.05% in 2026 Q2.

What is the latest reported GLO position on this page?

The most recent filing on this page is 2026 Q3, when EVOLVE PRIVATE WEALTH, LLC reported 151,663 shares, equal to 0.04% of portfolio, with an estimated market value of $810K.

What does the chart on this GLO ownership page compare?

The chart compares EVOLVE PRIVATE WEALTH, LLC's quarterly GLO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EVOLVE PRIVATE WEALTH, LLC time their GLO position?

Based on 13F filing dates vs. subsequent GLO price moves, EVOLVE PRIVATE WEALTH, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on GLO relative to SPY over the holding period was -16.5%.

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