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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

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

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

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

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.

117 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.
117 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.