Physician Wealth Advisors’s ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 EMO.RT Stock Holding History

Physician Wealth Advisors’s Portfolio EMO.RT Stock Details EMO.RT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-846	Closed	-$17	–	2180
2025 Q3	$17	Buy	+846	New	+$76	﹤0.01%	1893

Other funds holding EMO.RT

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

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

Physician Wealth Advisors sold out of ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 (EMO.RT) in Q4 2025, closing a stake of 846 shares — an estimated $17 sold.

Physician Wealth Advisors first reported a position in EMO.RT in Q3 2025 and held it in 1 quarter. The position peaked at $17 in Q3 2025. 1 fund tracked by Wall St. Rank holds EMO.RT as of Q4 2025.

Physician Wealth Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 846 ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 shares in Q4 2025, an estimated $17.
Physician Wealth Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 in Q3 2025 and held it in 1 quarter.
Physician Wealth Advisors's ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 position peaked at $17 in Q3 2025.
1 fund tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 as of Q4 2025.

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