Institute for Wealth Management, LLC.

Position in GLO — Clough Global Opportunities Fund

CIK 1533954 DENVER, CO

Position in GLO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$37,533

-$13,010 QoQ

Shares Held

6,133

-40.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#52

of 67 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. GLO ranks #64 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BXSL	Blackstone Secured Lending Fund	115,773	$2,744,977
2	BX	Blackstone Inc.	17,555	$2,065,696
3	KKR	KKR & Co. Inc.	10,154	$931,934
4	CET	Central Securities Corp	16,394	$859,865
5	ECF	Ellsworth Growth & Income Fund Ltd	52,289	$690,737
6	GDV	Gabelli Dividend & Income Trust	18,050	$530,670
7	APO	Apollo Global Management, Inc.	4,340	$513,465
8	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	25,742	$479,830

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,533	6,133	-40.7%	Shares	Sole	2026-07-28
2023-03-31	$50,543	10,336	0.0%	Shares	Sole	2023-04-20
2022-12-31	$52,403	10,336	-5.3%	Shares	Sole	2023-02-02
2022-09-30	$60,665	10,911	0.0%	Shares	Sole	2022-10-18
2022-06-30	$80,195	10,911	0.0%	Shares	Sole	2022-07-25
2022-03-31	$102,672	10,911	-3.5%	Shares	Sole	2022-04-29
2021-12-31	$120,349	11,311	-0.6%	Shares	Sole	2022-01-21
2021-09-30	$138,657	11,384	0.0%	Shares	Sole	2021-11-15
2021-06-30	$137,746	11,384	-0.3%	Shares	Sole	2021-07-21
2021-03-31	$139,895	11,420	-0.9%	Shares	Sole	2021-05-04
2020-12-31	$128,087	11,529	0.0%	Shares	Sole	2021-02-01
2020-09-30	$107,680	11,529	0.0%	Shares	Sole	2020-11-03
2020-06-30	$100,417	11,529	0.0%	Shares	Sole	2020-07-30
2020-03-31	$82,662	11,529	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.