SWM
EMO

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SHP Wealth Management's EMO Position: Q1 2026 in Review

SHP Wealth Management increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 1.6% in Q1 2026, buying an estimated $50 and bringing the position to 62 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

SHP Wealth Management first reported a position in EMO in Q4 2025 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

  • SHP Wealth Management held 62 shares of ClearBridge Energy Midstream Opportunity Fund worth $3.29K as of Q1 2026.
  • SHP Wealth Management bought 1 ClearBridge Energy Midstream Opportunity Fund share in Q1 2026, an estimated $50.
  • ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1161 holding.
  • SHP Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2025 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.