Wealth Enhancement Advisory Services
EMO

Wealth Enhancement Advisory Services’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.16M Sell
22,961
-92
-0.4% -$4.62K ﹤0.01% 1968
2026
Q1 		$1.18M Sell
23,053
-4,309
-16% -$214K ﹤0.01% 1692
2025
Q4 		$1.21M Buy
27,362
+50
+0.2% +$2.19K ﹤0.01% 1817
2025
Q3 		$1.21M Sell
27,312
-83
-0.3% -$3.91K ﹤0.01% 1740
2025
Q2 		$1.31M Buy
27,395
+858
+3% +$39.3K ﹤0.01% 1594
2025
Q1 		$1.32M Buy
26,537
+729
+3% +$35.7K ﹤0.01% 1463
2024
Q4 		$1.2M Buy
25,808
+4,699
+22% +$215K ﹤0.01% 1446
2024
Q3 		$891K Buy
21,109
+65
+0.3% +$2.63K ﹤0.01% 1473
2024
Q2 		$867K Buy
21,044
+7,954
+61% +$329K ﹤0.01% 1348
2024
Q1 		$532K Buy
13,090
+4,190
+47% +$154K ﹤0.01% 1547
2023
Q4 		$311K Buy
+8,900
New +$290K ﹤0.01% 1790

Other funds holding EMO

TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 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
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

Wealth Enhancement Advisory Services's EMO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 0.4% in Q2 2026, selling an estimated $4.62K and leaving 22,961 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Wealth Enhancement Advisory Services first reported a position in EMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q1 2025. 35 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 22,961 shares of ClearBridge Energy Midstream Opportunity Fund worth $1.16M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 92 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $4.62K.
  • ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1968 holding.
  • Wealth Enhancement Advisory Services first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's ClearBridge Energy Midstream Opportunity Fund position peaked at $1.32M in Q1 2025.
  • 35 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.