Advisory Services Network’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Advisory Services Network’s Portfolio EMO Stock Details EMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-548	Closed	-$28.9K	–	2890
2026 Q1	$28.9K	Buy	+548	New	+$27.2K	﹤0.01%	2968
2025 Q4	–	Sell	-548	Closed	-$24.6K	–	2522
2025 Q3	$24.6K	Buy	+548	New	+$25.8K	﹤0.01%	2847
2024 Q1	–	Sell	-721	Closed	-$25.2K	–	2076
2023 Q4	$25.2K	Buy	+721	New	+$23.5K	﹤0.01%	2395
2023 Q2	–	Sell	-721	Closed	-$20.4K	–	2075
2023 Q1	$20.4K	Hold	721	–	–	﹤0.01%	2526
2022 Q4	$20.6K	Buy	+721	New	+$20.8K	﹤0.01%	2451
2021 Q3	–	Sell	-173	Closed	-$4K	–	1917
2021 Q2	$4K	Buy	+173	New	+$3.73K	﹤0.01%	3124
2021 Q1	–	Sell	-242	Closed	-$3K	–	1754
2020 Q4	$3K	Hold	242	–	–	﹤0.01%	2871
2020 Q3	$2K	Buy	+242	New	+$2.67K	﹤0.01%	3096
2020 Q2	–	Sell	-243	Closed	-$2K	–	1493
2020 Q1	$2K	Hold	243	–	–	﹤0.01%	2732
2019 Q4	$10K	Buy	+243	New	+$9.93K	﹤0.01%	2339

Other funds holding EMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Advisory Services Network's EMO Position: Q2 2026 in Review

Advisory Services Network sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2026, closing a stake of 548 shares — an estimated $28.9K sold.

Advisory Services Network first reported a position in EMO in Q4 2019 and held it in 10 quarters. The position peaked at $28.9K in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Advisory Services Network reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 548 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $28.9K.
Advisory Services Network first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2019 and held it in 10 quarters.
Advisory Services Network's ClearBridge Energy Midstream Opportunity Fund position peaked at $28.9K in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.