GRP
EMO

Global Retirement Partners’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Global Retirement Partners’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
2025
Q4 		$7.44K Hold
167
– – ﹤0.01% 3276
2025
Q3 		$7.49K Buy
+167
New +$7.87K ﹤0.01% 2813

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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

Global Retirement Partners's EMO Position: Q4 2025 in Review

Global Retirement Partners held its ClearBridge Energy Midstream Opportunity Fund (EMO) position steady in Q4 2025 at 167 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3276.

Global Retirement Partners first reported a position in EMO in Q3 2025 and has held it in 2 quarters since. The position peaked at $7.49K in Q3 2025. 119 funds tracked by Wall St. Rank hold EMO as of Q4 2025.

  • Global Retirement Partners held 167 shares of ClearBridge Energy Midstream Opportunity Fund worth $7.44K as of Q4 2025.
  • Global Retirement Partners left its ClearBridge Energy Midstream Opportunity Fund share count unchanged in Q4 2025.
  • ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3276 holding.
  • Global Retirement Partners first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2025 and has held it in 2 quarters since.
  • Global Retirement Partners's ClearBridge Energy Midstream Opportunity Fund position peaked at $7.49K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.