KWM
EMO

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

Kingsview 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 		$1.98M Buy
39,564
+49
+0.1% +$2.46K 0.02% 564
2026
Q1 		$2.09M Buy
39,515
+52
+0.1% +$2.58K 0.03% 500
2025
Q4 		$1.76M Buy
39,463
+57
+0.1% +$2.49K 0.03% 500
2025
Q3 		$1.77M Buy
39,406
+53
+0.1% +$2.5K 0.03% 478
2025
Q2 		$1.89M Buy
39,353
+54
+0.1% +$2.47K 0.03% 448
2025
Q1 		$1.95M Buy
39,299
+31
+0.1% +$1.52K 0.04% 391
2024
Q4 		$1.83M Sell
39,268
-75
-0.2% -$3.43K 0.04% 405
2024
Q3 		$1.66M Buy
39,343
+31,831
+424% +$1.29M 0.03% 418
2024
Q2 		$310K Sell
7,512
-1,021
-12% -$42.3K 0.01% 822
2024
Q1 		$347K Sell
8,533
-3,643
-30% -$134K 0.01% 768
2023
Q4 		$425K Sell
12,176
-1,982
-14% -$64.6K 0.01% 673
2023
Q3 		$449K Sell
14,158
-121
-0.8% -$3.8K 0.02% 645
2023
Q2 		$426K Buy
14,279
+18
+0.1% +$510 0.02% 636
2023
Q1 		$403K Buy
14,261
+16
+0.1% +$469 0.02% 634
2022
Q4 		$407K Hold
14,245
– – 0.02% 568
2022
Q3 		$356K Sell
14,245
-220
-2% -$5.98K 0.02% 590
2022
Q2 		$342K Hold
14,465
– – 0.02% 622
2022
Q1 		$408K Sell
14,465
-308
-2% -$7.83K 0.02% 618
2021
Q4 		$323K Sell
14,773
-1,081
-7% -$24.8K 0.01% 698
2021
Q3 		$346K Hold
15,854
– – 0.02% 649
2021
Q2 		$370K Sell
15,854
-534
-3% -$11.5K 0.02% 643
2021
Q1 		$312K Sell
16,388
-39
-0.2% -$660 0.02% 626
2020
Q4 		$221K Sell
16,427
-2,663
-14% -$31.5K 0.02% 619
2020
Q3 		$167K Sell
19,090
-1,374
-7% -$15.1K 0.02% 579
2020
Q2 		$241K Sell
20,464
-4,620
-18% -$53.7K 0.02% 486
2020
Q1 		$163K Buy
25,084
+19,198
+326% +$602K 0.02% 437
2019
Q4 		$248K Buy
+5,886
New +$241K 0.03% 403

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Kingsview Wealth Management's EMO Position: Q2 2026 in Review

Kingsview Wealth Management increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 0.12% in Q2 2026, buying an estimated $2.46K and bringing the position to 39,564 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #564.

Kingsview Wealth Management first reported a position in EMO in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.09M in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Kingsview Wealth Management held 39,564 shares of ClearBridge Energy Midstream Opportunity Fund worth $1.98M as of Q2 2026.
  • Kingsview Wealth Management bought 49 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $2.46K.
  • ClearBridge Energy Midstream Opportunity Fund made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #564 holding.
  • Kingsview Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2019 and has held it in 27 quarters since.
  • Kingsview Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $2.09M in Q1 2026.
  • 117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.