Covestor’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Covestor’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 Q2	–	Sell	-338	Closed	-$17K	–	2334
2025 Q1	$17K	Hold	338	–	–	0.01%	1245
2024 Q4	$16K	Buy	338 +60	+22%	+$2.74K	0.01%	1289
2024 Q3	$12K	Buy	278 +118	+74%	+$4.78K	0.01%	1428
2024 Q2	$7K	Sell	160 -1,181	-88%	-$48.9K	﹤0.01%	1707
2024 Q1	$54K	Hold	1,341	–	–	0.03%	853
2023 Q4	$47K	Buy	1,341 +222	+20%	+$7.24K	0.03%	882
2023 Q3	$35K	Hold	1,119	–	–	0.03%	906
2023 Q2	$33K	Buy	+1,119	New	+$31.7K	0.03%	944

Other funds holding EMO

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Covestor's EMO Position: Q2 2025 in Review

Covestor sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2025, closing a stake of 338 shares — an estimated $17K sold.

Covestor first reported a position in EMO in Q2 2023 and held it in 8 quarters. The position peaked at $54K in Q1 2024. 105 funds tracked by Wall St. Rank hold EMO as of Q2 2025.

Covestor reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2025 after selling out during the quarter.
Covestor sold 338 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2025, an estimated $17K.
Covestor first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2023 and held it in 8 quarters.
Covestor's ClearBridge Energy Midstream Opportunity Fund position peaked at $54K in Q1 2024.
105 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2025.

Based on Covestor's 13F filing for Q2 2025, filed 11 Aug 2025.