Cambridge Investment Research Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Cambridge Investment Research 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	$738K	Buy	14,733 +5,455	+59%	+$274K	﹤0.01%	2587
2026 Q1	$490K	Sell	9,278 -678	-7%	-$33.7K	﹤0.01%	2822
2025 Q4	$445K	Buy	9,956 +749	+8%	+$32.7K	﹤0.01%	2830
2025 Q3	$414K	Buy	9,207 +1,303	+16%	+$61.4K	﹤0.01%	2837
2025 Q2	$379K	Sell	7,904 -455	-5%	-$20.8K	﹤0.01%	2787
2025 Q1	$415K	Buy	8,359 +9	+0.1%	+$441	﹤0.01%	2607
2024 Q4	$389K	Buy	8,350 +28	+0.3%	+$1.28K	﹤0.01%	2625
2024 Q3	$351K	Buy	+8,322	New	+$337K	﹤0.01%	2709
2020 Q1	–	Sell	-3,053	Closed	-$128K	–	2320
2019 Q4	$128K	Buy	+3,053	New	+$125K	﹤0.01%	2286
2019 Q2	–	Sell	-5,242	Closed	-$252K	–	2244
2019 Q1	$252K	Buy	5,242 +96	+2%	+$4.51K	﹤0.01%	1914
2018 Q4	$201K	Sell	5,146 -1,784	-26%	-$87.5K	﹤0.01%	1917
2018 Q3	$396K	Sell	6,930 -6	-0.1%	-$346	﹤0.01%	1594
2018 Q2	$379K	Sell	6,936 -305	-4%	-$16.7K	﹤0.01%	1569
2018 Q1	$356K	Buy	7,241 +148	+2%	+$8.64K	﹤0.01%	1543
2017 Q4	$418K	Buy	7,093 +1,678	+31%	+$93.6K	﹤0.01%	1426
2017 Q3	$330K	Buy	5,415 +335	+7%	+$20.3K	﹤0.01%	1487
2017 Q2	$324K	Sell	5,080 -3,873	-43%	-$253K	﹤0.01%	1462
2017 Q1	$603K	Sell	8,953 -3,067	-26%	-$208K	0.01%	977
2016 Q4	$788K	Buy	+12,020	New	+$778K	0.01%	798

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

Cambridge Investment Research Advisors's EMO Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 59% in Q2 2026, buying an estimated $274K and bringing the position to 14,733 shares worth $738K. The position accounts for ﹤0.01% of the portfolio, ranked #2587.

Cambridge Investment Research Advisors first reported a position in EMO in Q4 2016 and has held it in 19 quarters since. The position peaked at $788K in Q4 2016. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Cambridge Investment Research Advisors held 14,733 shares of ClearBridge Energy Midstream Opportunity Fund worth $738K as of Q2 2026.
Cambridge Investment Research Advisors bought 5,455 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $274K.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2587 holding.
Cambridge Investment Research Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2016 and has held it in 19 quarters since.
Cambridge Investment Research Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $788K in Q4 2016.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.