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
2025 Q4	$24K	Buy	+537	New	+$23.5K	﹤0.01%	1372

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

SageView Advisory Group's EMO Position: Q4 2025 in Review

SageView Advisory Group opened a new position in ClearBridge Energy Midstream Opportunity Fund (EMO) in Q4 2025: 537 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #1372 among its holdings.

119 funds tracked by Wall St. Rank hold EMO as of Q4 2025.

SageView Advisory Group held 537 shares of ClearBridge Energy Midstream Opportunity Fund worth $24K as of Q4 2025.
ClearBridge Energy Midstream Opportunity Fund was a new SageView Advisory Group position in Q4 2025.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1372 holding.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.