SIC
EMO

Salem Investment Counselors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Salem Investment Counselors’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 		$16.9K Buy
338
+228
+207% +$11.5K ﹤0.01% 798
2026
Q1 		$5.81K Buy
+110
New +$5.47K ﹤0.01% 952
2025
Q4 		– Sell
-35
Closed -$1.58K – 612
2025
Q3 		$1.58K Hold
35
– – ﹤0.01% 1094
2025
Q2 		$1.69K Hold
35
– – ﹤0.01% 1049
2025
Q1 		$1.75K Hold
35
– – ﹤0.01% 1047
2024
Q4 		$1.63K Hold
35
– – ﹤0.01% 1050
2024
Q3 		$1.49K Hold
35
– – ﹤0.01% 1057
2024
Q2 		$1.44K Hold
35
– – ﹤0.01% 1049
2024
Q1 		$1.42K Hold
35
– – ﹤0.01% 1061
2023
Q4 		$1.22K Buy
+35
New +$1.14K ﹤0.01% 1016

Other funds holding EMO

ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $167M AUM
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Salem Investment Counselors's EMO Position: Q2 2026 in Review

Salem Investment Counselors increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 207% in Q2 2026, buying an estimated $11.5K and bringing the position to 338 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Salem Investment Counselors first reported a position in EMO in Q4 2023 and has held it in 10 quarters since. 44 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Salem Investment Counselors held 338 shares of ClearBridge Energy Midstream Opportunity Fund worth $16.9K as of Q2 2026.
  • Salem Investment Counselors bought 228 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $11.5K.
  • ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #798 holding.
  • Salem Investment Counselors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2023 and has held it in 10 quarters since.
  • 44 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.