HIA
EMO

Harbor Investment Advisory’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Harbor Investment Advisory’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 		$94.4K Hold
1,884
– – 0.01% 575
2026
Q1 		$99.5K Sell
1,884
-228
-11% -$11.3K 0.01% 513
2025
Q4 		$94.3K Hold
2,112
– – 0.01% 522
2025
Q3 		$94.9K Hold
2,112
– – 0.01% 508
2025
Q2 		$101K Hold
2,112
– – 0.01% 483
2025
Q1 		$105K Hold
2,112
– – 0.01% 463
2024
Q4 		$98.3K Hold
2,112
– – 0.01% 460
2024
Q3 		$89.1K Buy
+2,112
New +$85.6K 0.01% 484
2021
Q4 		– Sell
-170
Closed -$4K – 1317
2021
Q3 		$4K Hold
170
– – ﹤0.01% 1167
2021
Q2 		$4K Hold
170
– – ﹤0.01% 1109
2021
Q1 		$3K Hold
170
– – ﹤0.01% 1117
2020
Q4 		$2K Hold
170
– – ﹤0.01% 1097
2020
Q3 		$1K Sell
170
-1
-0.6% -$11 ﹤0.01% 1073
2020
Q2 		$2K Sell
171
-294
-63% -$3.42K ﹤0.01% 986
2020
Q1 		$3K Hold
465
– – ﹤0.01% 897
2019
Q4 		$20K Buy
+465
New +$19K ﹤0.01% 541

Other funds holding EMO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Harbor Investment Advisory's EMO Position: Q2 2026 in Review

Harbor Investment Advisory held its ClearBridge Energy Midstream Opportunity Fund (EMO) position steady in Q2 2026 at 1,884 shares worth $94.4K. The position accounts for 0.01% of the portfolio, ranked #575.

Harbor Investment Advisory first reported a position in EMO in Q4 2019 and has held it in 16 quarters since. The position peaked at $105K in Q1 2025. 14 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Harbor Investment Advisory held 1,884 shares of ClearBridge Energy Midstream Opportunity Fund worth $94.4K as of Q2 2026.
  • Harbor Investment Advisory left its ClearBridge Energy Midstream Opportunity Fund share count unchanged in Q2 2026.
  • ClearBridge Energy Midstream Opportunity Fund made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #575 holding.
  • Harbor Investment Advisory first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2019 and has held it in 16 quarters since.
  • Harbor Investment Advisory's ClearBridge Energy Midstream Opportunity Fund position peaked at $105K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.