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
2026
Q2 		$8.35K Buy
+167
New +$8.39K ﹤0.01% 3478
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 $1.89T AUM 35.08% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Global Retirement Partners's EMO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2026: 167 shares worth $8.35K. The stake represents ﹤0.01% of the portfolio and ranks #3478 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EMO as recently as Q4 2025.

Global Retirement Partners first reported a position in EMO in Q3 2025 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Global Retirement Partners held 167 shares of ClearBridge Energy Midstream Opportunity Fund worth $8.35K as of Q2 2026.
  • ClearBridge Energy Midstream Opportunity Fund was a new Global Retirement Partners position in Q2 2026.
  • ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3478 holding.
  • Global Retirement Partners first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2025 and has held it in 3 quarters since.
  • 117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.