XML Financial’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

XML Financial’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	$491K	Buy	9,807 +616	+7%	+$30.9K	0.04%	287
2026 Q1	$485K	Buy	9,191 +725	+9%	+$36K	0.04%	266
2025 Q4	$378K	Buy	8,466 +961	+13%	+$42K	0.03%	299
2025 Q3	$337K	Hold	7,505	–	–	0.03%	300
2025 Q2	$360K	Hold	7,505	–	–	0.03%	285
2025 Q1	$372K	Buy	7,505 +2,555	+52%	+$125K	0.03%	262
2024 Q4	$230K	Buy	+4,950	New	+$226K	0.02%	320

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

XML Financial's EMO Position: Q2 2026 in Review

XML Financial increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 6.7% in Q2 2026, buying an estimated $30.9K and bringing the position to 9,807 shares worth $491K. The position accounts for 0.04% of the portfolio, ranked #287.

XML Financial first reported a position in EMO in Q4 2024 and has held it in 7 quarters since. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

XML Financial held 9,807 shares of ClearBridge Energy Midstream Opportunity Fund worth $491K as of Q2 2026.
XML Financial bought 616 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $30.9K.
ClearBridge Energy Midstream Opportunity Fund made up 0.04% of XML Financial's portfolio in Q2 2026, its #287 holding.
XML Financial first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2024 and has held it in 7 quarters since.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.