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 $1.89T AUM 35.08% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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.