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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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 $109B AUM 21.36% 1-Year Est. Return

Farther Finance Advisors's EMO Position: Q1 2026 in Review

Farther Finance Advisors increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 43% in Q1 2026, buying an estimated $6.06K and bringing the position to 409 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3626.

Farther Finance Advisors first reported a position in EMO in Q2 2024 and has held it in 8 quarters since. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

Farther Finance Advisors held 409 shares of ClearBridge Energy Midstream Opportunity Fund worth $20.9K as of Q1 2026.
Farther Finance Advisors bought 122 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $6.06K.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #3626 holding.
Farther Finance Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2024 and has held it in 8 quarters since.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.