Carson Wealth (CWM LLC)
EMO.RT

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

Carson Wealth (CWM 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
-21
Closed – – 5741
2025
Q3 		$0 Buy
+21
New +$2 ﹤0.01% 5640

Other funds holding EMO.RT

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Carson Wealth (CWM LLC)'s EMO.RT Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 (EMO.RT) in Q4 2025, closing a stake of 21 shares.

Carson Wealth (CWM LLC) 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.

  • Carson Wealth (CWM 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.
  • Carson Wealth (CWM LLC) sold 21 ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 shares in Q4 2025.
  • Carson Wealth (CWM 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.
  • Carson Wealth (CWM LLC)'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 Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.