AWM
EMO

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

Activest 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
Q2 		$73.8K Sell
1,474
-325
-18% -$16.3K 0.01% 224
2026
Q1 		$95K Sell
1,799
-426
-19% -$21.2K 0.02% 238
2025
Q4 		$99.3K Sell
2,225
-20
-0.9% -$874 0.02% 220
2025
Q3 		$101K Hold
2,245
– – 0.02% 183
2025
Q2 		$108K Hold
2,245
– – 0.03% 140
2025
Q1 		$111K Hold
2,245
– – 0.03% 125
2024
Q4 		$104K Hold
2,245
– – 0.03% 121
2024
Q3 		$94.7K Buy
+2,245
New +$91K 0.03% 126

Other funds holding EMO

ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $167M AUM
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Activest Wealth Management's EMO Position: Q2 2026 in Review

Activest Wealth Management reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 18% in Q2 2026, selling an estimated $16.3K and leaving 1,474 shares worth $73.8K. The position accounts for 0.01% of the portfolio, ranked #224.

Activest Wealth Management first reported a position in EMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $111K in Q1 2025. 45 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Activest Wealth Management held 1,474 shares of ClearBridge Energy Midstream Opportunity Fund worth $73.8K as of Q2 2026.
  • Activest Wealth Management sold 325 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $16.3K.
  • ClearBridge Energy Midstream Opportunity Fund made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Activest Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and has held it in 8 quarters since.
  • Activest Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $111K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.