SageView Advisory Group
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SageView Advisory Group’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

SageView Advisory Group’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 		– Sell
-537
Closed -$24K – 1132
2025
Q4 		$24K Buy
+537
New +$23.5K ﹤0.01% 1372

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
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
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
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SageView Advisory Group's EMO Position: Q1 2026 in Review

SageView Advisory Group sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2026, closing a stake of 537 shares — an estimated $24K sold.

SageView Advisory Group first reported a position in EMO in Q4 2025 and held it in 1 quarter. The position peaked at $24K in Q4 2025. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

  • SageView Advisory Group reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 537 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $24K.
  • SageView Advisory Group first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's ClearBridge Energy Midstream Opportunity Fund position peaked at $24K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.