CIBC Private Wealth Group’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

CIBC Private Wealth 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
2025 Q4	$759	Hold	17	–	–	﹤0.01%	2965
2025 Q3	$764	Hold	17	–	–	﹤0.01%	2845
2025 Q2	$815	Hold	17	–	–	﹤0.01%	2783
2025 Q1	$699	Hold	17	–	–	﹤0.01%	2857
2024 Q4	$804	Hold	17	–	–	﹤0.01%	2815
2024 Q3	$717	Hold	17	–	–	﹤0.01%	2944
2024 Q2	$685	Buy	+17	New	+$704	﹤0.01%	2944

Other funds holding EMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CIBC Private Wealth Group's EMO Position: Q4 2025 in Review

CIBC Private Wealth Group held its ClearBridge Energy Midstream Opportunity Fund (EMO) position steady in Q4 2025 at 17 shares worth $759. The position accounts for ﹤0.01% of the portfolio, ranked #2965.

CIBC Private Wealth Group first reported a position in EMO in Q2 2024 and has held it in 7 quarters since. The position peaked at $815 in Q2 2025. 119 funds tracked by Wall St. Rank hold EMO as of Q4 2025.

CIBC Private Wealth Group held 17 shares of ClearBridge Energy Midstream Opportunity Fund worth $759 as of Q4 2025.
CIBC Private Wealth Group left its ClearBridge Energy Midstream Opportunity Fund share count unchanged in Q4 2025.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2965 holding.
CIBC Private Wealth Group first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2024 and has held it in 7 quarters since.
CIBC Private Wealth Group's ClearBridge Energy Midstream Opportunity Fund position peaked at $815 in Q2 2025.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.