IA
EMO

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

IFP 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 		$1.05M Sell
21,041
-752
-3% -$37.8K 0.02% 716
2026
Q1 		$1.15M Sell
21,793
-2,515
-10% -$125K 0.02% 626
2025
Q4 		$1.09M Buy
24,308
+33
+0.1% +$1.44K 0.02% 626
2025
Q3 		$1.09M Sell
24,275
-1,531
-6% -$72.1K 0.03% 570
2025
Q2 		$1.24M Sell
25,806
-26,137
-50% -$1.2M 0.04% 515
2025
Q1 		$2.58M Buy
51,943
+3,847
+8% +$188K 0.08% 294
2024
Q4 		$2.24M Buy
48,096
+177
+0.4% +$8.09K 0.07% 311
2024
Q3 		$2.02M Buy
47,919
+47,869
+95,738% +$1.94M 0.07% 300
2024
Q2 		$2.06K Hold
50
– – ﹤0.01% 2808
2024
Q1 		$2.03K Buy
+50
New +$1.83K ﹤0.01% 2686
2023
Q3 		– Sell
-200
Closed -$5.97K – 3374
2023
Q2 		$5.97K Buy
+200
New +$5.67K ﹤0.01% 2487
2023
Q1 		– Sell
-50
Closed -$1K – 3680
2022
Q4 		$1K Hold
50
– – ﹤0.01% 4329
2022
Q3 		$1K Hold
50
– – ﹤0.01% 4540
2022
Q2 		$1K Hold
50
– – ﹤0.01% 4318
2022
Q1 		$1K Buy
+50
New +$1.27K ﹤0.01% 4318
2019
Q1 		$13K Sell
273
-124
-31% -$5.83K ﹤0.01% 1500
2018
Q4 		$15K Buy
397
+337
+562% +$16.5K ﹤0.01% 2286
2018
Q3 		$3K Hold
60
– – ﹤0.01% 3402
2018
Q2 		$3K Hold
60
– – ﹤0.01% 3468
2018
Q1 		$4K Hold
60
– – ﹤0.01% 3253
2017
Q4 		$4K Sell
60
-50
-45% -$2.79K ﹤0.01% 3302
2017
Q3 		$7K Hold
110
– – ﹤0.01% 3216
2017
Q2 		$7K Sell
110
-140
-56% -$9.14K ﹤0.01% 3219
2017
Q1 		$17K Buy
250
+50
+25% +$3.39K ﹤0.01% 2597
2016
Q4 		$13K Buy
200
+140
+233% +$9.06K ﹤0.01% 2745
2016
Q3 		$4K Hold
60
– – ﹤0.01% 3314
2016
Q2 		$4K Sell
60
-213
-78% -$13K ﹤0.01% 3231
2016
Q1 		$13K Buy
273
+213
+355% +$10.6K ﹤0.01% 1500
2015
Q4 		$4K Buy
+60
New +$4.39K ﹤0.01% 3063

Other funds holding EMO

TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

IFP Advisors's EMO Position: Q2 2026 in Review

IFP Advisors reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 3.5% in Q2 2026, selling an estimated $37.8K and leaving 21,041 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #716.

IFP Advisors first reported a position in EMO in Q4 2015 and has held it in 29 quarters since. The position peaked at $2.58M in Q1 2025. 36 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • IFP Advisors held 21,041 shares of ClearBridge Energy Midstream Opportunity Fund worth $1.05M as of Q2 2026.
  • IFP Advisors sold 752 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $37.8K.
  • ClearBridge Energy Midstream Opportunity Fund made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #716 holding.
  • IFP Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2015 and has held it in 29 quarters since.
  • IFP Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $2.58M in Q1 2025.
  • 36 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.