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

CAPTRUST Financial 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	$265K	Buy	5,282 +71	+1%	+$3.57K	﹤0.01%	2683
2026 Q1	$275K	Buy	+5,211	New	+$259K	﹤0.01%	2449
2025 Q3	–	Sell	-5,510	Closed	-$264K	–	2652
2025 Q2	$264K	Buy	5,510 +483	+10%	+$22.1K	﹤0.01%	2130
2025 Q1	$249K	Buy	+5,027	New	+$246K	﹤0.01%	2050

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

CAPTRUST Financial Advisors's EMO Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 1.4% in Q2 2026, buying an estimated $3.57K and bringing the position to 5,282 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

CAPTRUST Financial Advisors first reported a position in EMO in Q1 2025 and has held it in 4 quarters since. The position peaked at $275K in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

CAPTRUST Financial Advisors held 5,282 shares of ClearBridge Energy Midstream Opportunity Fund worth $265K as of Q2 2026.
CAPTRUST Financial Advisors bought 71 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $3.57K.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2683 holding.
CAPTRUST Financial Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2025 and has held it in 4 quarters since.
CAPTRUST Financial Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $275K in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.