IFWM
EMO

Institute for Wealth Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Institute for Wealth Management’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 		$56K Buy
+1,119
New +$56.2K ﹤0.01% 844

Other funds holding EMO

ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $167M AUM
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Institute for Wealth Management's EMO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2026: 1,119 shares worth $56K. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings.

66 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Institute for Wealth Management held 1,119 shares of ClearBridge Energy Midstream Opportunity Fund worth $56K as of Q2 2026.
  • ClearBridge Energy Midstream Opportunity Fund was a new Institute for Wealth Management position in Q2 2026.
  • ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #844 holding.
  • 66 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.