Chicago Partners Investment Group’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Chicago Partners Investment Group’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	$351K	Hold	6,624	–	–	0.01%	1167
2026 Q1	$329K	Hold	6,624	–	–	0.01%	1094
2025 Q4	$309K	Hold	6,624	–	–	0.01%	1016
2025 Q3	$286K	Hold	6,624	–	–	0.01%	980
2025 Q2	$313K	Hold	6,624	–	–	0.01%	815
2025 Q1	$298K	Hold	6,624	–	–	0.01%	690
2024 Q4	$313K	Sell	6,624 -3,659	-36%	-$167K	0.01%	646
2024 Q3	$454K	Buy	10,283 +4,407	+75%	+$179K	0.02%	516
2024 Q2	$233K	Sell	5,876 -28	-0.5%	-$1.16K	0.01%	670
2024 Q1	$242K	Buy	5,904 +87	+1%	+$3.19K	0.01%	632
2023 Q4	$203K	Buy	+5,817	New	+$190K	0.01%	656

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

Chicago Partners Investment Group's EMO Position: Q2 2026 in Review

Chicago Partners Investment Group held its ClearBridge Energy Midstream Opportunity Fund (EMO) position steady in Q2 2026 at 6,624 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #1167.

Chicago Partners Investment Group first reported a position in EMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $454K in Q3 2024. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Chicago Partners Investment Group held 6,624 shares of ClearBridge Energy Midstream Opportunity Fund worth $351K as of Q2 2026.
Chicago Partners Investment Group left its ClearBridge Energy Midstream Opportunity Fund share count unchanged in Q2 2026.
ClearBridge Energy Midstream Opportunity Fund made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1167 holding.
Chicago Partners Investment Group first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2023 and has held it in 11 quarters since.
Chicago Partners Investment Group's ClearBridge Energy Midstream Opportunity Fund position peaked at $454K in Q3 2024.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.