Future Financial Wealth Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Future Financial Wealth Management’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	$758K	Sell	15,428 -394	-2%	-$19.6K	0.49%	43
2025 Q4	$739K	Sell	15,822 -6,047	-28%	-$264K	0.5%	42
2025 Q3	$982K	Buy	21,869 +5,648	+35%	+$266K	0.62%	30
2025 Q2	$778K	Buy	+16,221	New	+$742K	0.53%	36

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

Future Financial Wealth Management's EMO Position: Q1 2026 in Review

Future Financial Wealth Management reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 2.5% in Q1 2026, selling an estimated $19.6K and leaving 15,428 shares worth $758K. The position accounts for 0.49% of the portfolio, ranked #43.

Future Financial Wealth Management first reported a position in EMO in Q2 2025 and has held it in 4 quarters since. The position peaked at $982K in Q3 2025. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

Future Financial Wealth Management held 15,428 shares of ClearBridge Energy Midstream Opportunity Fund worth $758K as of Q1 2026.
Future Financial Wealth Management sold 394 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $19.6K.
ClearBridge Energy Midstream Opportunity Fund made up 0.49% of Future Financial Wealth Management's portfolio in Q1 2026, its #43 holding.
Future Financial Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2025 and has held it in 4 quarters since.
Future Financial Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $982K in Q3 2025.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.