Cetera Investment Advisers
EMO

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
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
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 $570B 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 $530B 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