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ClearBridge Energy MLP Fund shares owned by UMA Financial Services

Quarter-by-quarter ownership of ClearBridge Energy MLP Fund (EMO) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in ClearBridge Energy MLP Fund

Tip: Access up to 7 years of quarterly data

All positions including ClearBridge Energy MLP Fund held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ClearBridge Energy MLP Fund by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $38k 844 44.92
2025-06-30 $41k 844 47.97
2025-03-31 $42k 844 49.62
2024-12-31 $39k 844 46.54

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding ClearBridge Energy MLP Fund

Morgan Stanley
EP Wealth Advisors
Advisors Asset Management
Wells Fargo & Company
Royal Bank of Canada
Nomura Holdings
Penserra Capital Management
Yakira Capital Management
Stifel Financial
Steward Partners Investment Advisory
UBS Group
Ameriprise Financial
Boothbay Fund Management
Advisor Group Holdings
Edgemoor Investment Advisors

View all funds holding ClearBridge Energy MLP Fund