EWA
EMO

EP Wealth Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

EP Wealth Advisors’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 		$16M Sell
303,753
-1,674
-0.5% -$83.2K 0.08% 162
2025
Q4 		$13.6M Buy
+305,427
New +$13.3M 0.07% 164
2025
Q2 		$14.1M Sell
293,408
-13,172
-4% -$603K 0.09% 154
2025
Q1 		$15.2M Sell
306,580
-1,063
-0.3% -$52.1K 0.12% 128
2024
Q4 		$14.3M Sell
307,643
-987
-0.3% -$45.1K 0.12% 125
2024
Q3 		$13M Buy
+308,630
New +$12.5M 0.11% 126

Other funds holding EMO

Morgan Stanley
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
Royal Bank of Canada
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return