Atria Wealth Solutions’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Atria Wealth Solutions’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	-5,218	Closed	-$259K	–	1580
2025 Q1	$259K	Buy	5,218 +371	+8%	+$18.2K	﹤0.01%	1565
2024 Q4	$226K	Buy	+4,847	New	+$221K	﹤0.01%	1743

Other funds holding EMO

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's EMO Position: Q2 2025 in Review

Atria Wealth Solutions sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2025, closing a stake of 5,218 shares — an estimated $259K sold.

Atria Wealth Solutions first reported a position in EMO in Q4 2024 and held it in 2 quarters. The position peaked at $259K in Q1 2025. 105 funds tracked by Wall St. Rank hold EMO as of Q2 2025.

Atria Wealth Solutions reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 5,218 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2025, an estimated $259K.
Atria Wealth Solutions first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2024 and held it in 2 quarters.
Atria Wealth Solutions's ClearBridge Energy Midstream Opportunity Fund position peaked at $259K in Q1 2025.
105 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.