KAS
EMO

Kestra Advisory Services’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Kestra Advisory Services’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 		– Sell
-2,670
Closed -$119K – 3474
2025
Q4 		$119K Buy
+2,670
New +$117K ﹤0.01% 3291

Other funds holding EMO

Morgan Stanley
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kestra Advisory Services's EMO Position: Q1 2026 in Review

Kestra Advisory Services sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2026, closing a stake of 2,670 shares — an estimated $119K sold.

Kestra Advisory Services first reported a position in EMO in Q4 2025 and held it in 1 quarter. The position peaked at $119K in Q4 2025. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

  • Kestra Advisory Services reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,670 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $119K.
  • Kestra Advisory Services first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's ClearBridge Energy Midstream Opportunity Fund position peaked at $119K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.