Carson Wealth (CWM LLC)’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$55.8K	Buy	1,057 +1,037	+5,185%	+$51.5K	﹤0.01%	3736
2025 Q4	$1K	Hold	20	–	–	﹤0.01%	5204
2025 Q3	$1K	Sell	20 -79	-80%	-$3.72K	﹤0.01%	5106
2025 Q2	$5K	Hold	99	–	–	﹤0.01%	4601
2025 Q1	$5K	Sell	99 -41	-29%	-$2.01K	﹤0.01%	4441
2024 Q4	$7K	Hold	140	–	–	﹤0.01%	4039
2024 Q3	$6K	Buy	+140	New	+$5.67K	﹤0.01%	3997

Other funds holding EMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EMO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 5,185% in Q1 2026, buying an estimated $51.5K and bringing the position to 1,057 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3736.

Carson Wealth (CWM LLC) first reported a position in EMO in Q3 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

Carson Wealth (CWM LLC) held 1,057 shares of ClearBridge Energy Midstream Opportunity Fund worth $55.8K as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,037 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $51.5K.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3736 holding.
Carson Wealth (CWM LLC) first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and has held it in 7 quarters since.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.