Calamos Advisors
EMO

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

Calamos 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
Q1 		$861K Buy
16,296
+1,940
+14% +$96.4K ﹤0.01% 808
2025
Q4 		$641K Buy
14,356
+6,060
+73% +$265K ﹤0.01% 738
2025
Q3 		$373K Sell
8,296
-3,480
-30% -$164K ﹤0.01% 796
2025
Q2 		$565K Sell
11,776
-1,024
-8% -$46.9K ﹤0.01% 737
2025
Q1 		$635K Sell
12,800
-512
-4% -$25.1K ﹤0.01% 692
2024
Q4 		$620K Buy
13,312
+2,560
+24% +$117K ﹤0.01% 706
2024
Q3 		$454K Buy
+10,752
New +$436K ﹤0.01% 723
2024
Q2 		– Sell
-8,371
Closed -$340K – 962
2024
Q1 		$340K Buy
+8,371
New +$307K ﹤0.01% 719

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return