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 Q2	$14.9M	Sell	297,457 -6,296	-2%	-$316K	0.06%	219
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 New York $1.89T AUM 35.08% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M 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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

EP Wealth Advisors's EMO Position: Q2 2026 in Review

EP Wealth Advisors reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 2.1% in Q2 2026, selling an estimated $316K and leaving 297,457 shares worth $14.9M. The position accounts for 0.06% of the portfolio, ranked #219.

EP Wealth Advisors first reported a position in EMO in Q3 2024 and has held it in 7 quarters since. The position peaked at $16M in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

EP Wealth Advisors held 297,457 shares of ClearBridge Energy Midstream Opportunity Fund worth $14.9M as of Q2 2026.
EP Wealth Advisors sold 6,296 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $316K.
ClearBridge Energy Midstream Opportunity Fund made up 0.06% of EP Wealth Advisors's portfolio in Q2 2026, its #219 holding.
EP Wealth Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and has held it in 7 quarters since.
EP Wealth Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $16M in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.