Sunbelt Securities’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Sunbelt Securities’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	$273K	Hold	5,163	–	–	0.02%	552
2025 Q4	$231K	Hold	5,163	–	–	0.02%	600
2025 Q3	$232K	Hold	5,163	–	–	0.02%	601
2025 Q2	$240K	Hold	5,163	–	–	0.02%	546
2025 Q1	$256K	Hold	5,163	–	–	0.02%	501
2024 Q4	$236K	Hold	5,163	–	–	0.02%	549
2024 Q3	$218K	Buy	+5,163	New	+$209K	0.02%	574

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sunbelt Securities's EMO Position: Q1 2026 in Review

Sunbelt Securities held its ClearBridge Energy Midstream Opportunity Fund (EMO) position steady in Q1 2026 at 5,163 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #552.

Sunbelt Securities first reported a position in EMO in Q3 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

Sunbelt Securities held 5,163 shares of ClearBridge Energy Midstream Opportunity Fund worth $273K as of Q1 2026.
Sunbelt Securities left its ClearBridge Energy Midstream Opportunity Fund share count unchanged in Q1 2026.
ClearBridge Energy Midstream Opportunity Fund made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #552 holding.
Sunbelt Securities first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and has held it in 7 quarters since.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.