Envestnet Asset Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Envestnet Asset Management’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	–	Sell	-11,355	Closed	-$600K	–	4868
2026 Q1	$600K	Buy	11,355 +3,455	+44%	+$172K	﹤0.01%	3801
2025 Q4	$353K	Buy	7,900 +387	+5%	+$16.9K	﹤0.01%	3918
2025 Q3	$337K	Sell	7,513 -1,313	-15%	-$61.9K	﹤0.01%	4005
2025 Q2	$423K	Sell	8,826 -337	-4%	-$15.4K	﹤0.01%	3822
2025 Q1	$455K	Buy	9,163 +175	+2%	+$8.57K	﹤0.01%	3687
2024 Q4	$418K	Buy	8,988 +976	+12%	+$44.6K	﹤0.01%	3679
2024 Q3	$338K	Buy	+8,012	New	+$325K	﹤0.01%	3750
2019 Q4	–	Sell	-11,238	Closed	-$489K	–	3100
2019 Q3	$489K	Buy	11,238 +69	+0.6%	+$3.09K	﹤0.01%	2387
2019 Q2	$514K	Buy	11,169 +1,769	+19%	+$83.2K	﹤0.01%	2396
2019 Q1	$452K	Buy	+9,400	New	+$442K	﹤0.01%	2404

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

Envestnet Asset Management's EMO Position: Q2 2026 in Review

Envestnet Asset Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2026, closing a stake of 11,355 shares — an estimated $600K sold.

Envestnet Asset Management first reported a position in EMO in Q1 2019 and held it in 10 quarters. The position peaked at $600K in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Envestnet Asset Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2026 after selling out during the quarter.
Envestnet Asset Management sold 11,355 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $600K.
Envestnet Asset Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2019 and held it in 10 quarters.
Envestnet Asset Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $600K in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.