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

LexAurum 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	$318K	Hold	6,357	–	–	0.04%	329
2026 Q1	$336K	Buy	+6,357	New	+$316K	0.04%	307
2025 Q3	$286K	Hold	6,357	–	–	0.04%	304
2025 Q2	$305K	Hold	6,357	–	–	0.05%	270
2025 Q1	$315K	Hold	6,357	–	–	0.06%	261
2024 Q4	$296K	Hold	6,357	–	–	0.06%	266
2024 Q3	$268K	Buy	+6,357	New	+$258K	0.06%	246

Other funds holding EMO

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return