AWM
EMO.RT

Abound Wealth Management’s ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 EMO.RT Stock Holding History

Abound Wealth Management’s Portfolio EMO.RT Stock Details EMO.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-381
Closed -$8 – 1506
2025
Q3 		$8 Buy
+381
New +$34 ﹤0.01% 1355

Other funds holding EMO.RT

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Abound Wealth Management's EMO.RT Position: Q4 2025 in Review

Abound Wealth Management sold out of ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 (EMO.RT) in Q4 2025, closing a stake of 381 shares — an estimated $8 sold.

Abound Wealth Management first reported a position in EMO.RT in Q3 2025 and held it in 1 quarter. The position peaked at $8 in Q3 2025. 1 fund tracked by Wall St. Rank holds EMO.RT as of Q4 2025.

  • Abound Wealth Management reported no remaining ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 381 ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 shares in Q4 2025, an estimated $8.
  • Abound Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 in Q3 2025 and held it in 1 quarter.
  • Abound Wealth Management's ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 position peaked at $8 in Q3 2025.
  • 1 fund tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.