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 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

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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

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