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

Physician 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
2025 Q4	–	Sell	-844	Closed	-$37.9K	–	2071
2025 Q3	$37.9K	Hold	844	–	–	0.01%	424
2025 Q2	$40.5K	Hold	844	–	–	0.01%	376
2025 Q1	$41.9K	Hold	844	–	–	0.01%	361
2024 Q4	$39.3K	Buy	+844	New	+$38.6K	0.01%	380

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

Physician Wealth Advisors's EMO Position: Q4 2025 in Review

Physician Wealth Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q4 2025, closing a stake of 844 shares — an estimated $37.9K sold.

Physician Wealth Advisors first reported a position in EMO in Q4 2024 and held it in 4 quarters. The position peaked at $41.9K in Q1 2025. 119 funds tracked by Wall St. Rank hold EMO as of Q4 2025.

Physician Wealth Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 844 ClearBridge Energy Midstream Opportunity Fund shares in Q4 2025, an estimated $37.9K.
Physician Wealth Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2024 and held it in 4 quarters.
Physician Wealth Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $41.9K in Q1 2025.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.