AF
EMO

Allworth Financial’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Allworth Financial’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 		$30.1K Hold
600
– – ﹤0.01% 2882
2026
Q1 		$31.7K Hold
600
– – ﹤0.01% 2661
2025
Q4 		$26.8K Hold
600
– – ﹤0.01% 2612
2025
Q3 		$27K Hold
600
– – ﹤0.01% 2522
2025
Q2 		$28.8K Buy
+600
New +$27.5K ﹤0.01% 2282

Other funds holding EMO

Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Allworth Financial's EMO Position: Q2 2026 in Review

Allworth Financial held its ClearBridge Energy Midstream Opportunity Fund (EMO) position steady in Q2 2026 at 600 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2882.

Allworth Financial first reported a position in EMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $31.7K in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Allworth Financial held 600 shares of ClearBridge Energy Midstream Opportunity Fund worth $30.1K as of Q2 2026.
  • Allworth Financial left its ClearBridge Energy Midstream Opportunity Fund share count unchanged in Q2 2026.
  • ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2882 holding.
  • Allworth Financial first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2025 and has held it in 5 quarters since.
  • Allworth Financial's ClearBridge Energy Midstream Opportunity Fund position peaked at $31.7K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.