AWA
EMO

Arete Wealth Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Arete Wealth Advisors’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
Q1 		– Sell
-13,200
Closed -$589K – 337
2025
Q4 		$589K Buy
13,200
+3,020
+30% +$132K 0.04% 281
2025
Q3 		$457K Sell
10,180
-1,139
-10% -$53.7K 0.03% 473
2025
Q2 		$543K Sell
11,319
-766
-6% -$35K 0.04% 384
2025
Q1 		$600K Sell
12,085
-840
-6% -$41.1K 0.05% 341
2024
Q4 		$602K Buy
12,925
+4,842
+60% +$221K 0.04% 360
2024
Q3 		$341K Sell
8,083
-485
-6% -$19.6K 0.03% 480
2024
Q2 		$353K Sell
8,568
-11,907
-58% -$493K 0.03% 494
2024
Q1 		$831K Buy
20,475
+12,950
+172% +$475K 0.08% 230
2023
Q4 		$263K Buy
7,525
+720
+11% +$23.5K 0.02% 587
2023
Q3 		$216K Sell
6,805
-2,661
-28% -$83.6K 0.04% 418
2023
Q2 		$283K Buy
9,466
+496
+6% +$14.1K 0.03% 510
2023
Q1 		$253K Buy
8,970
+1,580
+21% +$46.3K 0.02% 521
2022
Q4 		$211K Buy
+7,390
New +$213K 0.02% 545

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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Arete Wealth Advisors's EMO Position: Q1 2026 in Review

Arete Wealth Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2026, closing a stake of 13,200 shares — an estimated $589K sold.

Arete Wealth Advisors first reported a position in EMO in Q4 2022 and held it in 13 quarters. The position peaked at $831K in Q1 2024. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

  • Arete Wealth Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 13,200 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $589K.
  • Arete Wealth Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2022 and held it in 13 quarters.
  • Arete Wealth Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $831K in Q1 2024.
  • 119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.