BWL
EMO.RT

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

Bogart Wealth LLC’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
-867
Closed -$16 – 1694
2025
Q3 		$16 Buy
+867
New +$78 ﹤0.01% 1524

Other funds holding EMO.RT

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

Bogart Wealth LLC's EMO.RT Position: Q4 2025 in Review

Bogart Wealth LLC sold out of ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 (EMO.RT) in Q4 2025, closing a stake of 867 shares — an estimated $16 sold.

Bogart Wealth LLC first reported a position in EMO.RT in Q3 2025 and held it in 1 quarter. The position peaked at $16 in Q3 2025. 1 fund tracked by Wall St. Rank holds EMO.RT as of Q4 2025.

  • Bogart Wealth LLC reported no remaining ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 867 ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 shares in Q4 2025, an estimated $16.
  • Bogart Wealth LLC first reported a position in ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 in Q3 2025 and held it in 1 quarter.
  • Bogart Wealth LLC's ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 position peaked at $16 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 Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.