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

SHP 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	$3.19K	Buy	64 +2	+3%	+$100	﹤0.01%	1268
2026 Q1	$3.29K	Buy	62 +1	+2%	+$50	﹤0.01%	1161
2025 Q4	$2.73K	Buy	+61	New	+$2.67K	﹤0.01%	1086

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

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

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

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

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

SHP Wealth Management increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 3.2% in Q2 2026, buying an estimated $100 and bringing the position to 64 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

SHP Wealth Management first reported a position in EMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.29K in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

SHP Wealth Management held 64 shares of ClearBridge Energy Midstream Opportunity Fund worth $3.19K as of Q2 2026.
SHP Wealth Management bought 2 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $100.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1268 holding.
SHP Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2025 and has held it in 3 quarters since.
SHP Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $3.29K in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.