GPS Wealth Strategies Group’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-50	Closed	-$2.25K	–	857
2025 Q3	$2.25K	Sell	50 -319	-86%	-$15K	﹤0.01%	1402
2025 Q2	$17.7K	Sell	369 -325	-47%	-$14.9K	﹤0.01%	879
2025 Q1	$34.4K	Sell	694 -182	-21%	-$8.91K	﹤0.01%	698
2024 Q4	$40.8K	Sell	876 -1,546	-64%	-$70.6K	0.01%	621
2024 Q3	$102K	Buy	+2,422	New	+$98.1K	0.01%	427

Other funds holding EMO

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

SIA

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

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

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

GPS Wealth Strategies Group's EMO Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q4 2025, closing a stake of 50 shares — an estimated $2.25K sold.

GPS Wealth Strategies Group first reported a position in EMO in Q3 2024 and held it in 5 quarters. The position peaked at $102K in Q3 2024. 119 funds tracked by Wall St. Rank hold EMO as of Q4 2025.

GPS Wealth Strategies Group reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 50 ClearBridge Energy Midstream Opportunity Fund shares in Q4 2025, an estimated $2.25K.
GPS Wealth Strategies Group first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and held it in 5 quarters.
GPS Wealth Strategies Group's ClearBridge Energy Midstream Opportunity Fund position peaked at $102K in Q3 2024.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.