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

Atomi Financial Group’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
2025 Q2	–	Sell	-5,819	Closed	-$289K	–	1133
2025 Q1	$289K	Buy	+5,819	New	+$285K	0.01%	789

Other funds holding EMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atomi Financial Group's EMO Position: Q2 2025 in Review

Atomi Financial Group sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2025, closing a stake of 5,819 shares — an estimated $289K sold.

Atomi Financial Group first reported a position in EMO in Q1 2025 and held it in 1 quarter. The position peaked at $289K in Q1 2025. 105 funds tracked by Wall St. Rank hold EMO as of Q2 2025.

Atomi Financial Group reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2025 after selling out during the quarter.
Atomi Financial Group sold 5,819 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2025, an estimated $289K.
Atomi Financial Group first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2025 and held it in 1 quarter.
Atomi Financial Group's ClearBridge Energy Midstream Opportunity Fund position peaked at $289K in Q1 2025.
105 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.