MFG
EMO

Merit Financial Group’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Merit Financial 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
2026
Q2 		$232K Sell
4,637
-1,413
-23% -$71K ﹤0.01% 2005
2026
Q1 		$320K Buy
6,050
+1,091
+22% +$54.2K ﹤0.01% 1617
2025
Q4 		$221K Buy
+4,959
New +$217K ﹤0.01% 1763

Other funds holding EMO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Merit Financial Group's EMO Position: Q2 2026 in Review

Merit Financial Group reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 23% in Q2 2026, selling an estimated $71K and leaving 4,637 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

Merit Financial Group first reported a position in EMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $320K in Q1 2026. 21 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Merit Financial Group held 4,637 shares of ClearBridge Energy Midstream Opportunity Fund worth $232K as of Q2 2026.
  • Merit Financial Group sold 1,413 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $71K.
  • ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2005 holding.
  • Merit Financial Group first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's ClearBridge Energy Midstream Opportunity Fund position peaked at $320K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.