WC
EMO

Waterloo Capital’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Waterloo Capital’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 		$1.46M Buy
+29,152
New +$1.46M 0.08% 202

Other funds holding EMO

ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $167M AUM
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Waterloo Capital's EMO Position: Q2 2026 in Review

Waterloo Capital opened a new position in ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2026: 29,152 shares worth $1.46M. The stake represents 0.08% of the portfolio and ranks #202 among its holdings.

45 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Waterloo Capital held 29,152 shares of ClearBridge Energy Midstream Opportunity Fund worth $1.46M as of Q2 2026.
  • ClearBridge Energy Midstream Opportunity Fund was a new Waterloo Capital position in Q2 2026.
  • ClearBridge Energy Midstream Opportunity Fund made up 0.08% of Waterloo Capital's portfolio in Q2 2026, its #202 holding.
  • 45 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.