IFP Advisors
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IFP Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

IFP 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
Q3 		$1.02M Sell
20,323
-718
-3% -$37.9K 0.02% 768
2026
Q2 		$1.05M Sell
21,041
-752
-3% -$37.8K 0.02% 716
2026
Q1 		$1.15M Sell
21,793
-2,515
-10% -$125K 0.02% 626
2025
Q4 		$1.09M Buy
24,308
+33
+0.1% +$1.44K 0.02% 626
2025
Q3 		$1.09M Sell
24,275
-1,531
-6% -$72.1K 0.03% 570
2025
Q2 		$1.24M Sell
25,806
-26,137
-50% -$1.2M 0.04% 515
2025
Q1 		$2.58M Buy
51,943
+3,847
+8% +$188K 0.08% 294
2024
Q4 		$2.24M Buy
48,096
+177
+0.4% +$8.09K 0.07% 311
2024
Q3 		$2.02M Buy
47,919
+47,869
+95,738% +$1.94M 0.07% 300
2024
Q2 		$2.06K Hold
50
– – ﹤0.01% 2808
2024
Q1 		$2.03K Buy
+50
New +$1.84K ﹤0.01% 2686
2023
Q3 		– Sell
-200
Closed -$5.97K – 3374
2023
Q2 		$5.97K Buy
+200
New +$5.67K ﹤0.01% 2487
2023
Q1 		– Sell
-50
Closed -$1K – 3680
2022
Q4 		$1K Hold
50
– – ﹤0.01% 4328
2022
Q3 		$1K Hold
50
– – ﹤0.01% 4539
2022
Q2 		$1K Hold
50
– – ﹤0.01% 4318
2022
Q1 		$1K Buy
+50
New +$1.27K ﹤0.01% 4318
2019
Q1 		$13K Sell
273
-124
-31% -$5.83K ﹤0.01% 1500
2018
Q4 		$15K Buy
397
+337
+562% +$16.5K ﹤0.01% 2286
2018
Q3 		$3K Hold
60
– – ﹤0.01% 3402
2018
Q2 		$3K Hold
60
– – ﹤0.01% 3468
2018
Q1 		$4K Hold
60
– – ﹤0.01% 3254
2017
Q4 		$4K Sell
60
-50
-45% -$2.79K ﹤0.01% 3302
2017
Q3 		$7K Hold
110
– – ﹤0.01% 3216
2017
Q2 		$7K Sell
110
-140
-56% -$9.14K ﹤0.01% 3219
2017
Q1 		$17K Buy
250
+50
+25% +$3.39K ﹤0.01% 2597
2016
Q4 		$13K Buy
200
+140
+233% +$9.06K ﹤0.01% 2745
2016
Q3 		$4K Hold
60
– – ﹤0.01% 3314
2016
Q2 		$4K Sell
60
-213
-78% -$13K ﹤0.01% 3231
2016
Q1 		$13K Buy
273
+213
+355% +$10.6K ﹤0.01% 1503
2015
Q4 		$4K Buy
+60
New +$4.4K ﹤0.01% 3063

Other funds holding EMO

Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Wright Wealth
Wright Wealth Atlanta, Georgia $174M AUM 16.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Future Financial Wealth Management
Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

IFP Advisors's EMO Position: Q3 2026 in Review

IFP Advisors reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 3.4% in Q3 2026, selling an estimated $37.9K and leaving 20,323 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #768.

IFP Advisors first reported a position in EMO in Q4 2015 and has held it in 30 quarters since. The position peaked at $2.58M in Q1 2025. 34 funds tracked by Wall St. Rank hold EMO as of Q3 2026.

  • IFP Advisors held 20,323 shares of ClearBridge Energy Midstream Opportunity Fund worth $1.02M as of Q3 2026.
  • IFP Advisors sold 718 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2026, an estimated $37.9K.
  • ClearBridge Energy Midstream Opportunity Fund made up 0.02% of IFP Advisors's portfolio in Q3 2026, its #768 holding.
  • IFP Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2015 and has held it in 30 quarters since.
  • IFP Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $2.58M in Q1 2025.
  • 34 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.