Cambridge Investment Research Advisors
EMO

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% 2396
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

TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 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 #2396.

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. 36 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 #2396 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.
  • 36 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.