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

Kingswood Wealth 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 Q2	$751K	Hold	14,989	–	–	0.03%	495
2026 Q1	$792K	Hold	14,989	–	–	0.04%	427
2025 Q4	$669K	Buy	14,989 +440	+3%	+$19.2K	0.03%	442
2025 Q3	$654K	Hold	14,549	–	–	0.04%	409
2025 Q2	$698K	Hold	14,549	–	–	0.06%	335
2025 Q1	$722K	Hold	14,549	–	–	0.07%	316
2024 Q4	$677K	Buy	+14,549	New	+$665K	0.05%	358
2024 Q3	–	Sell	-7,400	Closed	-$305K	–	693
2024 Q2	$305K	Hold	7,400	–	–	0.03%	514
2024 Q1	$301K	Hold	7,400	–	–	0.03%	480
2023 Q4	$258K	Hold	7,400	–	–	0.03%	514
2023 Q3	$235K	Sell	7,400 -700	-9%	-$22K	0.04%	361
2023 Q2	$242K	Buy	+8,100	New	+$230K	0.08%	225

Other funds holding EMO

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFWM

Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

Kingswood Wealth Advisors's EMO Position: Q2 2026 in Review

Kingswood Wealth Advisors held its ClearBridge Energy Midstream Opportunity Fund (EMO) position steady in Q2 2026 at 14,989 shares worth $751K. The position accounts for 0.03% of the portfolio, ranked #495.

Kingswood Wealth Advisors first reported a position in EMO in Q2 2023 and has held it in 12 quarters since. The position peaked at $792K in Q1 2026. 33 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Kingswood Wealth Advisors held 14,989 shares of ClearBridge Energy Midstream Opportunity Fund worth $751K as of Q2 2026.
Kingswood Wealth Advisors left its ClearBridge Energy Midstream Opportunity Fund share count unchanged in Q2 2026.
ClearBridge Energy Midstream Opportunity Fund made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #495 holding.
Kingswood Wealth Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $792K in Q1 2026.
33 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.