Strategic Investment Solutions’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Strategic Investment Solutions’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	$42.8K	Hold	854	–	–	0.01%	279
2026 Q1	$45.1K	Hold	854	–	–	0.01%	270
2025 Q4	$38.1K	Hold	854	–	–	0.01%	264
2025 Q3	$38.4K	Sell	854 -45	-5%	-$2.12K	0.01%	239
2025 Q2	$43.1K	Hold	899	–	–	0.01%	227
2025 Q1	$44.6K	Hold	899	–	–	0.01%	211
2024 Q4	$41.8K	Buy	+899	New	+$41.1K	0.01%	227

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

Strategic Investment Solutions's EMO Position: Q2 2026 in Review

Strategic Investment Solutions held its ClearBridge Energy Midstream Opportunity Fund (EMO) position steady in Q2 2026 at 854 shares worth $42.8K. The position accounts for 0.01% of the portfolio, ranked #279.

Strategic Investment Solutions first reported a position in EMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.1K in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Strategic Investment Solutions held 854 shares of ClearBridge Energy Midstream Opportunity Fund worth $42.8K as of Q2 2026.
Strategic Investment Solutions left its ClearBridge Energy Midstream Opportunity Fund share count unchanged in Q2 2026.
ClearBridge Energy Midstream Opportunity Fund made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #279 holding.
Strategic Investment Solutions first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2024 and has held it in 7 quarters since.
Strategic Investment Solutions's ClearBridge Energy Midstream Opportunity Fund position peaked at $45.1K in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.