SIS
EMO

Sound Income Strategies’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Sound Income Strategies’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 		– Sell
-509
Closed -$26K – 1018
2026
Q1 		$26K Buy
+509
New +$25.3K ﹤0.01% 1078

Other funds holding EMO

ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $167M AUM
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Sound Income Strategies's EMO Position: Q2 2026 in Review

Sound Income Strategies sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2026, closing a stake of 509 shares — an estimated $26K sold.

Sound Income Strategies first reported a position in EMO in Q1 2026 and held it in 1 quarter. The position peaked at $26K in Q1 2026. 44 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Sound Income Strategies reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 509 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $26K.
  • Sound Income Strategies first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's ClearBridge Energy Midstream Opportunity Fund position peaked at $26K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.