AXXCESS WEALTH MANAGEMENT, LLC
Position in GLO — Clough Global Opportunities Fund
CIK 1911056
CARLSBAD, CA
Position in GLO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$317,224
New position
Shares Held
51,834
first reported quarter
Ownership
0.121%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 67 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $207,812,882 across 32 Asset Management names. GLO ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
1,596,554 | $169,212,375 | |
| 2 | PDT |
John Hancock Premium Dividend Fund
|
602,122 | $7,797,479 | |
| 3 | PTY |
Pimco Corporate & Income Opportunity Fund
|
624,690 | $7,515,020 | |
| 4 | STT |
State Street Corp
|
87,134 | $5,086,845 | |
| 5 | BLK |
BlackRock, Inc.
|
13,724 | $4,823,221 | |
| 6 | APO |
Apollo Global Management, Inc.
|
16,220 | $1,918,988 | |
| 7 | KKR |
KKR & Co. Inc.
|
17,791 | $1,632,857 | |
| 8 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
46,420 | $1,399,098 |
All Filings in GLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,224 | 51,834 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||