Beacon Pointe Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Beacon Pointe 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 Q2	–	Sell	-4,923	Closed	-$260K	–	1953
2026 Q1	$260K	Buy	+4,923	New	+$245K	﹤0.01%	1613

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

Beacon Pointe Advisors's EMO Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2026, closing a stake of 4,923 shares — an estimated $260K sold.

Beacon Pointe Advisors first reported a position in EMO in Q1 2026 and held it in 1 quarter. The position peaked at $260K in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Beacon Pointe Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2026 after selling out during the quarter.
Beacon Pointe Advisors sold 4,923 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $260K.
Beacon Pointe Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2026 and held it in 1 quarter.
Beacon Pointe Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $260K in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.