AWA
EMO.RT

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

Arete Wealth Advisors’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
-10,188
Closed – – 839
2025
Q3 		$0 Buy
+10,188
New +$915 ﹤0.01% 829

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Arete Wealth Advisors's EMO.RT Position: Q4 2025 in Review

Arete Wealth Advisors sold out of ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 (EMO.RT) in Q4 2025, closing a stake of 10,188 shares.

Arete Wealth Advisors first reported a position in EMO.RT in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 1 fund tracked by Wall St. Rank holds EMO.RT as of Q4 2025.

  • Arete Wealth Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,188 ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 shares in Q4 2025.
  • Arete Wealth Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 in Q3 2025 and held it in 1 quarter.
  • Arete Wealth Advisors's ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 position peaked at $0 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 Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.