EWM
EMO

Evermay Wealth Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Evermay Wealth 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 		$7.77K Buy
+155
New +$7.79K ﹤0.01% 531

Other funds holding EMO

TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Evermay Wealth Management's EMO Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2026: 155 shares worth $7.77K. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings.

36 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Evermay Wealth Management held 155 shares of ClearBridge Energy Midstream Opportunity Fund worth $7.77K as of Q2 2026.
  • ClearBridge Energy Midstream Opportunity Fund was a new Evermay Wealth Management position in Q2 2026.
  • ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #531 holding.
  • 36 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.