Cetera Investment Advisers’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Cetera Investment Advisers’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	$329K	Sell	6,560 -13,232	-67%	-$665K	﹤0.01%	4075
2026 Q1	$1.05M	Buy	19,792 +9,207	+87%	+$458K	﹤0.01%	2862
2025 Q4	$473K	Buy	10,585 +1,260	+14%	+$55.1K	﹤0.01%	3491
2025 Q3	$419K	Buy	9,325 +121	+1%	+$5.7K	﹤0.01%	3519
2025 Q2	$442K	Buy	9,204 +761	+9%	+$34.8K	﹤0.01%	3064
2025 Q1	$419K	Sell	8,443 -160	-2%	-$7.84K	﹤0.01%	2995
2024 Q4	$400K	Sell	8,603 -3,481	-29%	-$159K	﹤0.01%	2868
2024 Q3	$510K	Buy	12,084 +4,492	+59%	+$182K	﹤0.01%	2632
2024 Q2	$313K	Sell	7,592 -3,298	-30%	-$137K	﹤0.01%	2997
2024 Q1	$442K	Buy	+10,890	New	+$400K	﹤0.01%	2698

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

Cetera Investment Advisers's EMO Position: Q2 2026 in Review

Cetera Investment Advisers reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 67% in Q2 2026, selling an estimated $665K and leaving 6,560 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #4075.

Cetera Investment Advisers first reported a position in EMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.05M in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Cetera Investment Advisers held 6,560 shares of ClearBridge Energy Midstream Opportunity Fund worth $329K as of Q2 2026.
Cetera Investment Advisers sold 13,232 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $665K.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4075 holding.
Cetera Investment Advisers first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's ClearBridge Energy Midstream Opportunity Fund position peaked at $1.05M in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.