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 Q3	$73.9K	Hold	1,474	–	–	0.01%	218
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

Edgemoor Investment Advisors Bethesda, Maryland $1.43B AUM 24.47% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $397M AUM 20.73% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wright Wealth Atlanta, Georgia $174M AUM 16.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Activest Wealth Management's EMO Position: Q3 2026 in Review

Activest Wealth Management held its ClearBridge Energy Midstream Opportunity Fund (EMO) position steady in Q3 2026 at 1,474 shares worth $73.9K. The position accounts for 0.01% of the portfolio, ranked #218.

Activest Wealth Management first reported a position in EMO in Q3 2024 and has held it in 9 quarters since. The position peaked at $111K in Q1 2025. 52 funds tracked by Wall St. Rank hold EMO as of Q3 2026.

Activest Wealth Management held 1,474 shares of ClearBridge Energy Midstream Opportunity Fund worth $73.9K as of Q3 2026.
Activest Wealth Management left its ClearBridge Energy Midstream Opportunity Fund share count unchanged in Q3 2026.
ClearBridge Energy Midstream Opportunity Fund made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #218 holding.
Activest Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and has held it in 9 quarters since.
Activest Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $111K in Q1 2025.
52 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.