Icon Wealth Advisors, LLC

Position in EMO — ClearBridge Energy Midstream Opportunity Fund Inc.

CIK 1963212 HOUSTON, TX

Position in EMO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$713,524

-$37,365 QoQ

Shares Held

14,242

+0.2% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#45

of 119 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Icon Wealth Advisors, LLC holds $18,254,387 across 21 Asset Management names. EMO ranks #8 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	33,892	$4,009,762
2	BLK	BlackRock, Inc.	2,875	$2,764,485
3	BXSL	Blackstone Secured Lending Fund	76,036	$1,802,813
4	FSK	FS KKR Capital Corp	163,372	$1,715,406
5	SCM	Stellus Capital Investment Corp	135,536	$1,141,213
6	TROW	Price T Rowe Group Inc	9,036	$1,027,302
7	OBDC	Blue Owl Capital Corp	75,940	$825,467
8	EMO	ClearBridge Energy Midstream Opportunity Fund Inc. This page	14,242	$713,524

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$713,524	14,242	+0.2%	Shares	Sole	2026-08-05
2026-03-31	$750,889	14,216	+0.2%	Shares	Sole	2026-05-12
2025-12-31	$633,628	14,191	+0.3%	Shares	Sole	2026-02-13
2025-09-30	$635,842	14,155	+0.2%	Shares	Sole	2025-11-14
2025-06-30	$677,816	14,130	+3.5%	Shares	Sole	2025-08-14
2025-03-31	$677,561	13,655	+18.9%	Shares	Sole	2025-05-15
2024-12-31	$534,465	11,484	0.0%	Shares	Sole	2025-02-14
2024-09-30	$484,624	11,484	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.