Tradewinds LLC’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Tradewinds LLC’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
2025 Q2	–	Sell	-46,965	Closed	-$2.33M	–	134
2025 Q1	$2.33M	Sell	46,965 -278	-0.6%	-$13.6K	0.66%	40
2024 Q4	$2.32M	Sell	47,243 -1,260	-3%	-$57.6K	0.65%	35
2024 Q3	$2.05M	Buy	+48,503	New	+$1.96M	0.63%	40

Other funds holding EMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tradewinds LLC's EMO Position: Q2 2025 in Review

Tradewinds LLC sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2025, closing a stake of 46,965 shares — an estimated $2.33M sold.

Tradewinds LLC first reported a position in EMO in Q3 2024 and held it in 3 quarters. The position peaked at $2.33M in Q1 2025. 105 funds tracked by Wall St. Rank hold EMO as of Q2 2025.

Tradewinds LLC reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2025 after selling out during the quarter.
Tradewinds LLC sold 46,965 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2025, an estimated $2.33M.
Tradewinds LLC first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and held it in 3 quarters.
Tradewinds LLC's ClearBridge Energy Midstream Opportunity Fund position peaked at $2.33M in Q1 2025.
105 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2025.

Based on Tradewinds LLC's 13F filing for Q2 2025, filed 6 Aug 2025.