Blue Bell Private Wealth Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Blue Bell Private Wealth Management’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	$2.44M	Buy	48,724 +921	+2%	+$46.3K	0.3%	66
2026 Q1	$2.52M	Sell	47,803 -1,178	-2%	-$58.5K	0.36%	50
2025 Q4	$2.19M	Buy	48,981 +43,800	+845%	+$1.91M	0.32%	62
2025 Q3	$233K	Sell	5,181 -812	-14%	-$38.3K	0.04%	234
2025 Q2	$287K	Sell	5,993 -672	-10%	-$30.7K	0.05%	198
2025 Q1	$331K	Sell	6,665 -59	-0.9%	-$2.89K	0.06%	166
2024 Q4	$313K	Sell	6,724 -100	-1%	-$4.57K	0.06%	169
2024 Q3	$288K	Buy	6,824 +2,447	+56%	+$99.1K	0.06%	177
2024 Q2	$180K	Sell	4,377 -25,741	-85%	-$1.07M	0.04%	204
2024 Q1	$1.22M	Buy	30,118 +22,329	+287%	+$820K	0.26%	65
2023 Q4	$272K	Buy	+7,789	New	+$254K	0.07%	140
2023 Q3	–	Sell	-100	Closed	-$2.99K	–	685
2023 Q2	$2.99K	Hold	100	–	–	﹤0.01%	551
2023 Q1	$2.82K	Buy	+100	New	+$2.93K	﹤0.01%	521
2014 Q4	–	Sell	-60	Closed	-$7K	–	429
2014 Q3	$7K	Buy	+60	New	+$7.44K	﹤0.01%	402

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

Blue Bell Private Wealth Management's EMO Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 1.9% in Q2 2026, buying an estimated $46.3K and bringing the position to 48,724 shares worth $2.44M. The position accounts for 0.3% of the portfolio, ranked #66.

Blue Bell Private Wealth Management first reported a position in EMO in Q3 2014 and has held it in 14 quarters since. The position peaked at $2.52M in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Blue Bell Private Wealth Management held 48,724 shares of ClearBridge Energy Midstream Opportunity Fund worth $2.44M as of Q2 2026.
Blue Bell Private Wealth Management bought 921 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $46.3K.
ClearBridge Energy Midstream Opportunity Fund made up 0.3% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #66 holding.
Blue Bell Private Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2014 and has held it in 14 quarters since.
Blue Bell Private Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $2.52M in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.