Bay Colony Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Bay Colony Advisors’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	$216K	Buy	4,320 +328	+8%	+$16.5K	0.02%	455
2026 Q1	$211K	Buy	+3,992	New	+$198K	0.03%	459

Other funds holding EMO

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return