Ritholtz Wealth Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Ritholtz Wealth 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 Q1	$532K	Hold	10,069	–	–	0.01%	769
2025 Q4	$450K	Hold	10,069	–	–	0.01%	752
2025 Q3	$452K	Hold	10,069	–	–	0.01%	712
2025 Q2	$483K	Hold	10,069	–	–	0.01%	652
2025 Q1	$500K	Buy	+10,069	New	+$493K	0.01%	588

Other funds holding EMO

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

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

SIA

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

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

Ritholtz Wealth Management's EMO Position: Q1 2026 in Review

Ritholtz Wealth Management held its ClearBridge Energy Midstream Opportunity Fund (EMO) position steady in Q1 2026 at 10,069 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #769.

Ritholtz Wealth Management first reported a position in EMO in Q1 2025 and has held it in 5 quarters since. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

Ritholtz Wealth Management held 10,069 shares of ClearBridge Energy Midstream Opportunity Fund worth $532K as of Q1 2026.
Ritholtz Wealth Management left its ClearBridge Energy Midstream Opportunity Fund share count unchanged in Q1 2026.
ClearBridge Energy Midstream Opportunity Fund made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #769 holding.
Ritholtz Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2025 and has held it in 5 quarters since.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.