Creative Planning’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Creative Planning’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	$520K	Buy	9,852 +1,500	+18%	+$74.5K	﹤0.01%	3001
2025 Q4	$373K	Buy	8,352 +2,237	+37%	+$97.8K	﹤0.01%	3086
2025 Q3	$275K	Buy	+6,115	New	+$288K	﹤0.01%	3214
2020 Q1	–	Sell	-2,630	Closed	-$111K	–	1929
2019 Q4	$111K	Sell	2,630 -1,000	-28%	-$40.9K	﹤0.01%	1736
2019 Q3	$158K	Hold	3,630	–	–	﹤0.01%	1655
2019 Q2	$167K	Hold	3,630	–	–	﹤0.01%	1669
2019 Q1	$174K	Sell	3,630 -28	-0.8%	-$1.32K	﹤0.01%	1619
2018 Q4	$143K	Buy	3,658 +1,028	+39%	+$50.4K	﹤0.01%	1573
2018 Q3	$150K	Hold	2,630	–	–	﹤0.01%	1722
2018 Q2	$144K	Hold	2,630	–	–	﹤0.01%	1701
2018 Q1	$129K	Hold	2,630	–	–	﹤0.01%	1703
2017 Q4	$155K	Hold	2,630	–	–	﹤0.01%	1668
2017 Q3	$160K	Hold	2,630	–	–	﹤0.01%	1652
2017 Q2	$168K	Buy	2,630 +2,440	+1,284%	+$159K	﹤0.01%	1626
2017 Q1	$13K	Hold	190	–	–	﹤0.01%	3417
2016 Q4	$12K	Sell	190 -160	-46%	-$10.4K	﹤0.01%	3411
2016 Q3	$23K	Hold	350	–	–	﹤0.01%	2960
2016 Q2	$23K	Hold	350	–	–	﹤0.01%	2691
2016 Q1	$20K	Hold	350	–	–	﹤0.01%	2744
2015 Q4	$22K	Hold	350	–	–	﹤0.01%	2767
2015 Q3	$25K	Buy	+350	New	+$30K	﹤0.01%	2554
2015 Q2	–	Sell	-250	Closed	-$26K	–	1642
2015 Q1	$26K	Hold	250	–	–	﹤0.01%	2506
2014 Q4	$30K	Buy	250 +40	+19%	+$4.64K	﹤0.01%	2339
2014 Q3	$26K	Buy	210 +20	+11%	+$2.48K	﹤0.01%	2356
2014 Q2	$24K	Hold	190	–	–	﹤0.01%	2376
2014 Q1	$21K	Hold	190	–	–	﹤0.01%	2328
2013 Q4	$22K	Hold	190	–	–	﹤0.01%	2124
2013 Q3	$21K	Hold	190	–	–	﹤0.01%	2065
2013 Q2	$23K	Buy	+190	New	+$22.4K	﹤0.01%	1838

Other funds holding EMO

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 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

Creative Planning's EMO Position: Q1 2026 in Review

Creative Planning increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 18% in Q1 2026, buying an estimated $74.5K and bringing the position to 9,852 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #3001.

Creative Planning first reported a position in EMO in Q2 2013 and has held it in 29 quarters since. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

Creative Planning held 9,852 shares of ClearBridge Energy Midstream Opportunity Fund worth $520K as of Q1 2026.
Creative Planning bought 1,500 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $74.5K.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3001 holding.
Creative Planning first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2013 and has held it in 29 quarters since.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.