RWM
EMO.RT

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

Ritholtz Wealth Management’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
-10,071
Closed -$191 – 1184
2025
Q3 		$191 Buy
+10,071
New +$904 ﹤0.01% 1042

Other funds holding EMO.RT

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

Ritholtz Wealth Management's EMO.RT Position: Q4 2025 in Review

Ritholtz Wealth Management sold out of ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 (EMO.RT) in Q4 2025, closing a stake of 10,071 shares — an estimated $191 sold.

Ritholtz Wealth Management first reported a position in EMO.RT in Q3 2025 and held it in 1 quarter. The position peaked at $191 in Q3 2025. 1 fund tracked by Wall St. Rank holds EMO.RT as of Q4 2025.

  • Ritholtz Wealth Management reported no remaining ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 position as of Q4 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 10,071 ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 shares in Q4 2025, an estimated $191.
  • Ritholtz Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 in Q3 2025 and held it in 1 quarter.
  • Ritholtz Wealth Management's ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 position peaked at $191 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 Ritholtz Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.