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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.1M Sell
293,408
-13,172
-4% -$632K 0.09% 154
2025
Q1 		$15.2M Sell
306,580
-1,063
-0.3% -$52.7K 0.12% 128
2024
Q4 		$14.3M Sell
307,643
-987
-0.3% -$45.9K 0.12% 125
2024
Q3 		$13M Buy
+308,630
New +$13M 0.11% 126