Future Financial Wealth Managment LLC
Position in EMO — ClearBridge Energy Midstream Opportunity Fund Inc.
CIK 1801892
CINCINNATI, OH
Position in EMO
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$814,906
+$108,454 QoQ
Shares Held
15,428
-2.5% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Future Financial Wealth Managment LLC holds $9,326,026 across 23 Asset Management names. EMO ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
57,270 | $1,131,655 | |
| 2 | UTG |
Reaves Utility Income Fund
|
24,202 | $950,654 | |
| 3 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
This page
|
15,428 | $814,906 | |
| 4 | MCI |
Barings Corporate Investors
|
47,021 | $810,642 | |
| 5 | PHK |
Pimco High Income Fund
|
127,753 | $591,496 | |
| 6 | BST |
BlackRock Science & Technology Trust
|
14,000 | $508,900 | |
| 7 | VVR |
Invesco Senior Income Trust
|
154,502 | $497,496 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
28,041 | $479,781 |
All Filings in EMO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $814,906 | 15,428 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $706,452 | 15,822 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $982,355 | 21,869 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $778,121 | 16,221 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||