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

NWF 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 Q2	$238K	Sell	4,750 -300	-6%	-$15.1K	0.02%	359
2026 Q1	$267K	Buy	+5,050	New	+$251K	0.03%	313

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

NWF Advisory Services's EMO Position: Q2 2026 in Review

NWF Advisory Services reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 5.9% in Q2 2026, selling an estimated $15.1K and leaving 4,750 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #359.

NWF Advisory Services first reported a position in EMO in Q1 2026 and has held it in 2 quarters since. The position peaked at $267K in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

NWF Advisory Services held 4,750 shares of ClearBridge Energy Midstream Opportunity Fund worth $238K as of Q2 2026.
NWF Advisory Services sold 300 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $15.1K.
ClearBridge Energy Midstream Opportunity Fund made up 0.02% of NWF Advisory Services's portfolio in Q2 2026, its #359 holding.
NWF Advisory Services first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2026 and has held it in 2 quarters since.
NWF Advisory Services's ClearBridge Energy Midstream Opportunity Fund position peaked at $267K in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.