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 Q3	$663K	Sell	13,235 -475	-3%	-$25K	0.41%	47
2026 Q2	$726K	Sell	13,710 -1,718	-11%	-$86.3K	0.45%	43
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

Z3 Capital Partners Richmond, Virginia $482M AUM 40.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Edgemoor Investment Advisors Bethesda, Maryland $1.43B AUM 24.47% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $397M AUM 20.73% 1-Year Est. Return

Future Financial Wealth Management's EMO Position: Q3 2026 in Review

Future Financial Wealth Management reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 3.5% in Q3 2026, selling an estimated $25K and leaving 13,235 shares worth $663K. The position accounts for 0.41% of the portfolio, ranked #47.

Future Financial Wealth Management first reported a position in EMO in Q2 2025 and has held it in 6 quarters since. The position peaked at $982K in Q3 2025. 88 funds tracked by Wall St. Rank hold EMO as of Q3 2026.

Future Financial Wealth Management held 13,235 shares of ClearBridge Energy Midstream Opportunity Fund worth $663K as of Q3 2026.
Future Financial Wealth Management sold 475 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2026, an estimated $25K.
ClearBridge Energy Midstream Opportunity Fund made up 0.41% of Future Financial Wealth Management's portfolio in Q3 2026, its #47 holding.
Future Financial Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2025 and has held it in 6 quarters since.
Future Financial Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $982K in Q3 2025.
88 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2026.

Based on Future Financial Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.