PWAM
EMO

Papamarkou Wellner Asset Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Papamarkou Wellner Asset 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 		– Sell
-4,800
Closed -$254K – 81
2026
Q1 		$254K Hold
4,800
– – 0.15% 68
2025
Q4 		$214K Buy
+4,800
New +$210K 0.13% 78

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

Papamarkou Wellner Asset Management's EMO Position: Q2 2026 in Review

Papamarkou Wellner Asset Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2026, closing a stake of 4,800 shares — an estimated $254K sold.

Papamarkou Wellner Asset Management first reported a position in EMO in Q4 2025 and held it in 2 quarters. The position peaked at $254K in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Papamarkou Wellner Asset Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2026 after selling out during the quarter.
  • Papamarkou Wellner Asset Management sold 4,800 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $254K.
  • Papamarkou Wellner Asset Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2025 and held it in 2 quarters.
  • Papamarkou Wellner Asset Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $254K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.