AWM
EMO.RT

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

Activest 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
-2,247
Closed -$43 – 1336
2025
Q3 		$43 Buy
+2,247
New +$202 ﹤0.01% 1093

Other funds holding EMO.RT

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

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

Activest Wealth Management sold out of ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 (EMO.RT) in Q4 2025, closing a stake of 2,247 shares — an estimated $43 sold.

Activest Wealth Management first reported a position in EMO.RT in Q3 2025 and held it in 1 quarter. The position peaked at $43 in Q3 2025. 1 fund tracked by Wall St. Rank holds EMO.RT as of Q4 2025.

  • Activest 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.
  • Activest Wealth Management sold 2,247 ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 shares in Q4 2025, an estimated $43.
  • Activest 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.
  • Activest Wealth Management's ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 position peaked at $43 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 Activest Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.