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 Q2	$504K	Hold	10,069	–	–	0.01%	854
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 $1.89T 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ritholtz Wealth Management's EMO Position: Q2 2026 in Review

Ritholtz Wealth Management held its ClearBridge Energy Midstream Opportunity Fund (EMO) position steady in Q2 2026 at 10,069 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #854.

Ritholtz Wealth Management first reported a position in EMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $532K in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Ritholtz Wealth Management held 10,069 shares of ClearBridge Energy Midstream Opportunity Fund worth $504K as of Q2 2026.
Ritholtz Wealth Management left its ClearBridge Energy Midstream Opportunity Fund share count unchanged in Q2 2026.
ClearBridge Energy Midstream Opportunity Fund made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #854 holding.
Ritholtz Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2025 and has held it in 6 quarters since.
Ritholtz Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $532K in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.