BFC Planning, Inc.’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

BFC Planning, Inc.’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	–	Sell	-204	Closed	-$10.2K	–	3510
2026 Q2	$10.2K	Hold	204	–	–	﹤0.01%	2361
2026 Q1	$10.8K	Hold	204	–	–	﹤0.01%	2008
2025 Q4	$9.11K	Hold	204	–	–	﹤0.01%	2116
2025 Q3	$9.16K	Hold	204	–	–	﹤0.01%	1966
2025 Q2	$9.8K	Sell	204 -230	-53%	-$10.5K	﹤0.01%	1814
2025 Q1	$21.5K	Buy	434 +45	+12%	+$2.2K	﹤0.01%	1425
2024 Q4	$18.1K	Hold	389	–	–	﹤0.01%	1499
2024 Q3	$16.4K	Buy	+389	New	+$15.8K	﹤0.01%	1536

Other funds holding EMO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

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

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 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

BFC Planning, Inc.'s EMO Position: Q3 2026 in Review

BFC Planning, Inc. sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q3 2026, closing a stake of 204 shares — an estimated $10.2K sold.

BFC Planning, Inc. first reported a position in EMO in Q3 2024 and held it in 8 quarters. The position peaked at $21.5K in Q1 2025. 104 funds tracked by Wall St. Rank hold EMO as of Q3 2026.

BFC Planning, Inc. reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q3 2026 after selling out during the quarter.
BFC Planning, Inc. sold 204 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2026, an estimated $10.2K.
BFC Planning, Inc. first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and held it in 8 quarters.
BFC Planning, Inc.'s ClearBridge Energy Midstream Opportunity Fund position peaked at $21.5K in Q1 2025.
104 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.