SWA
EMO.RT

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

SOA 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
-225
Closed -$4 – 918
2025
Q3 		$4 Buy
+225
New +$20 ﹤0.01% 891

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

SOA Wealth Advisors sold out of ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 (EMO.RT) in Q4 2025, closing a stake of 225 shares — an estimated $4 sold.

SOA Wealth Advisors first reported a position in EMO.RT in Q3 2025 and held it in 1 quarter. The position peaked at $4 in Q3 2025. 1 fund tracked by Wall St. Rank holds EMO.RT as of Q4 2025.

  • SOA 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.
  • SOA Wealth Advisors sold 225 ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 shares in Q4 2025, an estimated $4.
  • SOA 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.
  • SOA Wealth Advisors's ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025 position peaked at $4 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 SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.