WW
EMO

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

Wright Wealth’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 		$2M Sell
39,834
-15
-0% -$754 1.2% 19
2026
Q1 		$2.1M Buy
39,849
+8,548
+27% +$425K 1.41% 18
2025
Q4 		$1.4M Buy
+31,301
New +$1.37M 0.91% 24

Other funds holding EMO

Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wright Wealth's EMO Position: Q2 2026 in Review

Wright Wealth reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 0.04% in Q2 2026, selling an estimated $754 and leaving 39,834 shares worth $2M. The position accounts for 1.2% of the portfolio, ranked #19.

Wright Wealth first reported a position in EMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.1M in Q1 2026. 118 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Wright Wealth held 39,834 shares of ClearBridge Energy Midstream Opportunity Fund worth $2M as of Q2 2026.
  • Wright Wealth sold 15 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $754.
  • ClearBridge Energy Midstream Opportunity Fund made up 1.2% of Wright Wealth's portfolio in Q2 2026, its #19 holding.
  • Wright Wealth first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2025 and has held it in 3 quarters since.
  • Wright Wealth's ClearBridge Energy Midstream Opportunity Fund position peaked at $2.1M in Q1 2026.
  • 118 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Wright Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.