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AA Financial Advisors, LLC → EMO

AA Financial Advisors, LLC EMO Position History

ClearBridge Energy Midstream Opportunity Fund Inc • Energy

Quarters held
4
Latest value
$4.8M
Q3 2026
Peak value
$8.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8.4M
Q1 2026$3.9M
Q2 2026$4.5M
Q3 2026$4.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.8M53.1K——
Q2 2026$4.5M52.7K——
Q1 2026$3.9M51.4K——
Q4 2025$8.4M101.5K——

Other funds holding EMO

Other AA Financial Advisors, LLC positions

VGES

VANGUARD INDEX FDS

$48.8M
VGES

VANGUARD INDEX FDS

$47.8M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$46.5M
COF-PN

CAPITAL GROUP GROWTH ETF

$45.6M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$45.6M
COF-PN

CAPITAL GROUP GROWTH ETF

$42M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$34.2M
VGES

VANGUARD INDEX FDS

$33.7M