LPL Financial’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

LPL Financial’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	$2.16M	Sell	43,025 -2,900	-6%	-$146K	﹤0.01%	3662
2026 Q1	$2.43M	Sell	45,925 -2,552	-5%	-$127K	﹤0.01%	3319
2025 Q4	$2.16M	Buy	48,477 +641	+1%	+$28K	﹤0.01%	3333
2025 Q3	$2.15M	Buy	47,836 +279	+0.6%	+$13.1K	﹤0.01%	3254
2025 Q2	$2.28M	Buy	47,557 +2,868	+6%	+$131K	﹤0.01%	3004
2025 Q1	$2.22M	Buy	44,689 +1,272	+3%	+$62.3K	﹤0.01%	2860
2024 Q4	$2.02M	Buy	43,417 +5,723	+15%	+$262K	﹤0.01%	2851
2024 Q3	$1.59M	Buy	+37,694	New	+$1.53M	﹤0.01%	2953
2022 Q1	–	Sell	-9,459	Closed	-$207K	–	4252
2021 Q4	$207K	Buy	9,459 +285	+3%	+$6.54K	﹤0.01%	3959
2021 Q3	$200K	Buy	+9,174	New	+$196K	﹤0.01%	3985
2020 Q3	–	Sell	-3,794	Closed	-$45K	–	3573
2020 Q2	$45K	Sell	3,794 -379	-9%	-$4.4K	﹤0.01%	3357
2020 Q1	$27K	Sell	4,173 -19,486	-82%	-$611K	﹤0.01%	3128
2019 Q4	$995K	Buy	23,659 +3,066	+15%	+$125K	﹤0.01%	1840
2019 Q3	$896K	Sell	20,593 -7,120	-26%	-$318K	﹤0.01%	1817
2019 Q2	$1.27M	Buy	27,713 +1,650	+6%	+$77.6K	﹤0.01%	1559
2019 Q1	$1.25M	Buy	26,063 +2,997	+13%	+$141K	﹤0.01%	1501
2018 Q4	$901K	Buy	+23,066	New	+$1.13M	﹤0.01%	1611
2017 Q2	–	Sell	-7,413	Closed	-$500K	–	2858
2017 Q1	$500K	Buy	7,413 +1,198	+19%	+$81.2K	﹤0.01%	1801
2016 Q4	$413K	Buy	6,215 +1,012	+19%	+$65.5K	﹤0.01%	1902
2016 Q3	$338K	Buy	5,203 +630	+14%	+$41.1K	﹤0.01%	2031
2016 Q2	$290K	Sell	4,573 -2,149	-32%	-$132K	﹤0.01%	2099
2016 Q1	$345K	Buy	+6,722	New	+$335K	﹤0.01%	2409

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

EWA

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

AAM

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

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial's EMO Position: Q2 2026 in Review

LPL Financial reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 6.3% in Q2 2026, selling an estimated $146K and leaving 43,025 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #3662.

LPL Financial first reported a position in EMO in Q1 2016 and has held it in 22 quarters since. The position peaked at $2.43M in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

LPL Financial held 43,025 shares of ClearBridge Energy Midstream Opportunity Fund worth $2.16M as of Q2 2026.
LPL Financial sold 2,900 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $146K.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3662 holding.
LPL Financial first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2016 and has held it in 22 quarters since.
LPL Financial's ClearBridge Energy Midstream Opportunity Fund position peaked at $2.43M in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.