Strategic Investment Solutions, Inc. /IL EMO CLEARBRIDGE ENRGY MDSTRA

Ownership history in Strategic Investment Solutions, Inc. /IL  ·  7 quarters on record

AI Ownership Summary

Strategic Investment Solutions, Inc. /IL reported CLEARBRIDGE ENRGY MDSTRA (EMO) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows EMO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Investment Solutions, Inc. /IL's position in CLEARBRIDGE ENRGY MDSTRA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EMO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Strategic Investment Solutions, Inc. /IL held EMO — position size vs. price
% of Fund (quarterly)    EMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 854 0% 0.01% $43K 2026-07-08 $50.59
2026 Q1 UNCHANGED 854 0% 0.01% $45K 2026-05-01 $50.77
2025 Q4 UNCHANGED 854 0% 0.01% $38K 2026-02-27 $50.30
2025 Q3 REDUCED 5.0% +0.2% 854 -45 -5.0% 0.01% $38K 2025-12-03 $43.21
2025 Q2 UNCHANGED 899 0% 0.01% $43K 2025-07-16 $43.05
2025 Q1 UNCHANGED 899 0% 0.01% $45K 2025-05-09 $40.67
2024 Q4 INITIATED 899 0.01% $42K 2025-02-13 $43.68

FAQ About Strategic Investment Solutions, Inc. /IL and EMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Strategic Investment Solutions, Inc. /IL reported owning EMO?

Strategic Investment Solutions, Inc. /IL reported EMO across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported EMO position in Strategic Investment Solutions, Inc. /IL's portfolio?

The largest reported portfolio weight for EMO was 0.01% in 2024 Q4.

What is the latest reported EMO position on this page?

The most recent filing on this page is 2026 Q2, when Strategic Investment Solutions, Inc. /IL reported 854 shares, equal to 0.01% of portfolio, with an estimated market value of $43K.

What does the chart on this EMO ownership page compare?

The chart compares Strategic Investment Solutions, Inc. /IL's quarterly EMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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