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 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 $1.66T AUM 25.57% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Icon Wealth Advisors's EMO Position: Q1 2026 in Review

Icon Wealth Advisors increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 0.18% in Q1 2026, buying an estimated $1.24K and bringing the position to 14,216 shares worth $721K. The position accounts for 0.05% of the portfolio, ranked #215.

Icon Wealth Advisors first reported a position in EMO in Q3 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

Icon Wealth Advisors held 14,216 shares of ClearBridge Energy Midstream Opportunity Fund worth $721K as of Q1 2026.
Icon Wealth Advisors bought 25 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $1.24K.
ClearBridge Energy Midstream Opportunity Fund made up 0.05% of Icon Wealth Advisors's portfolio in Q1 2026, its #215 holding.
Icon Wealth Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and has held it in 7 quarters since.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.