MOTCO’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

MOTCO’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
2025 Q3	–	Sell	-886	Closed	-$42.4K	–	654
2025 Q2	$42.4K	Buy	+886	New	+$40.5K	﹤0.01%	321

Other funds holding EMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

MOTCO's EMO Position: Q3 2025 in Review

MOTCO sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q3 2025, closing a stake of 886 shares — an estimated $42.4K sold.

MOTCO first reported a position in EMO in Q2 2025 and held it in 1 quarter. The position peaked at $42.4K in Q2 2025. 112 funds tracked by Wall St. Rank hold EMO as of Q3 2025.

MOTCO reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q3 2025 after selling out during the quarter.
MOTCO sold 886 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2025, an estimated $42.4K.
MOTCO first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2025 and held it in 1 quarter.
MOTCO's ClearBridge Energy Midstream Opportunity Fund position peaked at $42.4K in Q2 2025.
112 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2025.

Based on MOTCO's 13F filing for Q3 2025, filed 22 Oct 2025.