Principal Securities’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Principal Securities’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 Q4	–	Sell	-87	Closed	-$3.92K	–	1965
2025 Q3	$3.92K	Sell	87 -14	-14%	-$660	﹤0.01%	3035
2025 Q2	$4.86K	Sell	101 -51	-34%	-$2.33K	﹤0.01%	2884
2025 Q1	$7.07K	Hold	152	–	–	﹤0.01%	2655
2024 Q4	$7.07K	Hold	152	–	–	﹤0.01%	2652
2024 Q3	$6.41K	Sell	152 -8	-5%	-$324	﹤0.01%	2594
2024 Q2	$6.59K	Sell	160 -32	-17%	-$1.32K	﹤0.01%	2544
2024 Q1	$7.8K	Sell	192 -17	-8%	-$624	﹤0.01%	2452
2023 Q4	$7.3K	Buy	+209	New	+$6.82K	﹤0.01%	2394

Other funds holding EMO

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

PCM

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

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

Principal Securities's EMO Position: Q4 2025 in Review

Principal Securities sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q4 2025, closing a stake of 87 shares — an estimated $3.92K sold.

Principal Securities first reported a position in EMO in Q4 2023 and held it in 8 quarters. The position peaked at $7.8K in Q1 2024. 119 funds tracked by Wall St. Rank hold EMO as of Q4 2025.

Principal Securities reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 87 ClearBridge Energy Midstream Opportunity Fund shares in Q4 2025, an estimated $3.92K.
Principal Securities first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2023 and held it in 8 quarters.
Principal Securities's ClearBridge Energy Midstream Opportunity Fund position peaked at $7.8K in Q1 2024.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.