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PFG Investments’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

PFG Investments’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 		$489K Buy
9,765
+2,000
+26% +$100K 0.02% 680
2026
Q1 		$410K Sell
7,765
-2,300
-23% -$114K 0.02% 691
2025
Q4 		$449K Buy
10,065
+2,420
+32% +$106K 0.02% 611
2025
Q3 		$343K Buy
+7,645
New +$360K 0.02% 716

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
EP Wealth Advisors
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
Advisors Asset Management
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
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Saba Capital Management
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

PFG Investments's EMO Position: Q2 2026 in Review

PFG Investments increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 26% in Q2 2026, buying an estimated $100K and bringing the position to 9,765 shares worth $489K. The position accounts for 0.02% of the portfolio, ranked #680.

PFG Investments first reported a position in EMO in Q3 2025 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • PFG Investments held 9,765 shares of ClearBridge Energy Midstream Opportunity Fund worth $489K as of Q2 2026.
  • PFG Investments bought 2,000 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $100K.
  • ClearBridge Energy Midstream Opportunity Fund made up 0.02% of PFG Investments's portfolio in Q2 2026, its #680 holding.
  • PFG Investments first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2025 and has held it in 4 quarters since.
  • 117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.