Farther Finance Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Farther Finance Advisors’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	$16.5K	Sell	330 -73	-18%	-$3.85K	﹤0.01%	4295
2026 Q2	$20.2K	Sell	403 -6	-1%	-$301	﹤0.01%	3962
2026 Q1	$20.9K	Buy	409 +122	+43%	+$6.06K	﹤0.01%	3626
2025 Q4	$12.8K	Buy	287 +214	+293%	+$9.35K	﹤0.01%	3747
2025 Q3	$3.28K	Hold	73	–	–	﹤0.01%	3935
2025 Q2	$3.5K	Hold	73	–	–	﹤0.01%	3504
2025 Q1	$3.64K	Buy	73 +50	+217%	+$2.45K	﹤0.01%	3181
2024 Q4	$1.07K	Hold	23	–	–	﹤0.01%	3228
2024 Q3	$971	Hold	23	–	–	﹤0.01%	3253
2024 Q2	$944	Buy	+23	New	+$952	﹤0.01%	3098

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's EMO Position: Q3 2026 in Review

Farther Finance Advisors reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 18% in Q3 2026, selling an estimated $3.85K and leaving 330 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4295.

Farther Finance Advisors first reported a position in EMO in Q2 2024 and has held it in 10 quarters since. The position peaked at $20.9K in Q1 2026. 9 funds tracked by Wall St. Rank hold EMO as of Q3 2026.

Farther Finance Advisors held 330 shares of ClearBridge Energy Midstream Opportunity Fund worth $16.5K as of Q3 2026.
Farther Finance Advisors sold 73 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2026, an estimated $3.85K.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4295 holding.
Farther Finance Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2024 and has held it in 10 quarters since.
Farther Finance Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $20.9K in Q1 2026.
9 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.