NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in EMO — ClearBridge Energy Midstream Opportunity Fund Inc.

CIK 1109767 CEDAR RAPIDS, IA

Position in EMO

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$1,417,054

+$219,184 QoQ

Shares Held

26,828

0.0% QoQ

Ownership

0.134%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $51,820,091 across 64 Asset Management names. EMO ranks #9 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FINS	Angel Oak Financial Strategies Income Term Trust	484,445	$6,176,673
2	CEF	Sprott Physical Gold & Silver Trust	128,030	$6,109,591
3	BX	Blackstone Inc.	33,775	$3,883,787
4	BLK	BlackRock, Inc.	3,188	$3,065,931
5	AMP	Ameriprise Financial Inc	5,976	$2,655,734
6	OWL	Blue Owl Capital Inc.	232,010	$2,118,251
7	SII	Sprott Inc.	13,000	$1,857,700
8	PEO	Adams Natural Resources Fund, Inc.	51,280	$1,425,584

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,417,054	26,828	0.0%	Shares	Sole	2026-04-15
2025-12-31	$1,197,870	26,828	-1.3%	Shares	Sole	2026-01-26
2025-09-30	$1,221,509	27,193	-8.9%	Shares	Sole	2025-10-28
2025-06-30	$1,431,232	29,836	+125.2%	Shares	Sole	2025-08-11
2025-03-31	$657,514	13,251	-2.2%	Shares	Sole	2025-05-13
2024-12-31	$630,663	13,551	-9.7%	Shares	Sole	2025-01-30
2024-09-30	$633,422	15,010	—	Shares	Sole	2024-11-04
No filing history on record for this holder in this stock.