Icon Wealth Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Icon Wealth Advisors’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	$714K	Buy	14,242 +26	+0.2%	+$1.31K	0.04%	236
2026 Q1	$721K	Buy	14,216 +25	+0.2%	+$1.24K	0.05%	215
2025 Q4	$634K	Buy	14,191 +36	+0.3%	+$1.57K	0.04%	231
2025 Q3	$636K	Buy	14,155 +25	+0.2%	+$1.18K	0.04%	235
2025 Q2	$678K	Buy	14,130 +475	+3%	+$21.7K	0.05%	218
2025 Q1	$678K	Buy	13,655 +2,171	+19%	+$106K	0.06%	186
2024 Q4	$534K	Hold	11,484	–	–	0.04%	207
2024 Q3	$485K	Buy	+11,484	New	+$465K	0.04%	212

Other funds holding EMO

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Icon Wealth Advisors's EMO Position: Q2 2026 in Review

Icon Wealth Advisors increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 0.18% in Q2 2026, buying an estimated $1.31K and bringing the position to 14,242 shares worth $714K. The position accounts for 0.04% of the portfolio, ranked #236.

Icon Wealth Advisors first reported a position in EMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $721K in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Icon Wealth Advisors held 14,242 shares of ClearBridge Energy Midstream Opportunity Fund worth $714K as of Q2 2026.
Icon Wealth Advisors bought 26 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $1.31K.
ClearBridge Energy Midstream Opportunity Fund made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #236 holding.
Icon Wealth Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and has held it in 8 quarters since.
Icon Wealth Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $721K in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.