CX Institutional’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

CX Institutional’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 Q3	$19K	Buy	380 +8	+2%	+$422	﹤0.01%	1242
2026 Q2	$19K	Buy	372 +8	+2%	+$402	﹤0.01%	1183
2026 Q1	$19K	Buy	364 +8	+2%	+$398	﹤0.01%	1143
2025 Q4	$16K	Buy	356 +11	+3%	+$481	﹤0.01%	1124
2025 Q3	$15K	Hold	345	–	–	﹤0.01%	1133
2025 Q2	$17K	Hold	345	–	–	﹤0.01%	981
2025 Q1	$17K	Buy	+345	New	+$16.9K	﹤0.01%	961
2020 Q4	–	Sell	-517	Closed	-$5K	–	867
2020 Q3	$5K	Buy	+517	New	+$5.7K	﹤0.01%	741

Other funds holding EMO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional's EMO Position: Q3 2026 in Review

CX Institutional increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 2.2% in Q3 2026, buying an estimated $422 and bringing the position to 380 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

CX Institutional first reported a position in EMO in Q3 2020 and has held it in 8 quarters since. 9 funds tracked by Wall St. Rank hold EMO as of Q3 2026.

CX Institutional held 380 shares of ClearBridge Energy Midstream Opportunity Fund worth $19K as of Q3 2026.
CX Institutional bought 8 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2026, an estimated $422.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1242 holding.
CX Institutional first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2020 and has held it in 8 quarters since.
9 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.