Benjamin Edwards Inc’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Benjamin Edwards Inc’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	$270K	Buy	5,390 +130	+2%	+$6.53K	﹤0.01%	1279
2026 Q1	$278K	Sell	5,260 -1,850	-26%	-$91.9K	﹤0.01%	1193
2025 Q4	$317K	Sell	7,110 -750	-10%	-$32.8K	﹤0.01%	1088
2025 Q3	$353K	Buy	7,860 +2,818	+56%	+$133K	﹤0.01%	1047
2025 Q2	$242K	Sell	5,042 -570	-10%	-$26.1K	﹤0.01%	1060
2025 Q1	$278K	Buy	5,612 +792	+16%	+$38.8K	﹤0.01%	953
2024 Q4	$224K	Buy	+4,820	New	+$220K	﹤0.01%	1052

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

Benjamin Edwards Inc's EMO Position: Q2 2026 in Review

Benjamin Edwards Inc increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 2.5% in Q2 2026, buying an estimated $6.53K and bringing the position to 5,390 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Benjamin Edwards Inc first reported a position in EMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $353K in Q3 2025. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Benjamin Edwards Inc held 5,390 shares of ClearBridge Energy Midstream Opportunity Fund worth $270K as of Q2 2026.
Benjamin Edwards Inc bought 130 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $6.53K.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1279 holding.
Benjamin Edwards Inc first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2024 and has held it in 7 quarters since.
Benjamin Edwards Inc's ClearBridge Energy Midstream Opportunity Fund position peaked at $353K in Q3 2025.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.