SOA Wealth Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

SOA Wealth Advisors’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	$12K	Buy	240 +5	+2%	+$251	﹤0.01%	586
2026 Q1	$12.4K	Buy	235 +5	+2%	+$248	﹤0.01%	557
2025 Q4	$10.3K	Buy	230 +7	+3%	+$306	﹤0.01%	592
2025 Q3	$10K	Buy	223 +5	+2%	+$236	﹤0.01%	606
2025 Q2	$10.4K	Buy	218 +5	+2%	+$229	﹤0.01%	593
2025 Q1	$10.6K	Buy	213 +3	+1%	+$147	﹤0.01%	552
2024 Q4	$9.77K	Buy	210 +6	+3%	+$274	﹤0.01%	545
2024 Q3	$8.61K	Buy	+204	New	+$8.26K	﹤0.01%	550

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

EWA

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

AAM

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

PCM

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

SCM

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

SOA Wealth Advisors's EMO Position: Q2 2026 in Review

SOA Wealth Advisors increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 2.1% in Q2 2026, buying an estimated $251 and bringing the position to 240 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

SOA Wealth Advisors first reported a position in EMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.4K in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

SOA Wealth Advisors held 240 shares of ClearBridge Energy Midstream Opportunity Fund worth $12K as of Q2 2026.
SOA Wealth Advisors bought 5 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $251.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #586 holding.
SOA Wealth Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and has held it in 8 quarters since.
SOA Wealth Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $12.4K in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.