AWM
EMO

Abound Wealth Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Abound Wealth Management’s Portfolio EMO Stock Details EMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-200
Closed -$8.93K – 1528
2025
Q4 		$8.93K Sell
200
-179
-47% -$7.82K ﹤0.01% 526
2025
Q3 		$17K Buy
+379
New +$17.9K ﹤0.01% 392

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Abound Wealth Management's EMO Position: Q1 2026 in Review

Abound Wealth Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2026, closing a stake of 200 shares — an estimated $8.93K sold.

Abound Wealth Management first reported a position in EMO in Q3 2025 and held it in 2 quarters. The position peaked at $17K in Q3 2025. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

  • Abound Wealth Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 200 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $8.93K.
  • Abound Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2025 and held it in 2 quarters.
  • Abound Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $17K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.