Icon Wealth Advisors, LLC

Position in EMO — ClearBridge Energy Midstream Opportunity Fund Inc.

CIK 1963212 HOUSTON, TX

Position in EMO

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$750,889

+$117,261 QoQ

Shares Held

14,216

+0.2% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Icon Wealth Advisors, LLC holds $17,243,266 across 22 Asset Management names. EMO ranks #8 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	23,037	$2,566,782
2	BLK	BlackRock, Inc.	2,072	$1,992,663
3	BXSL	Blackstone Secured Lending Fund	78,063	$1,849,312
4	BEN	Franklin Resources Inc	74,303	$1,755,036
5	FSK	FS KKR Capital Corp	171,697	$1,747,875
6	SCM	Stellus Capital Investment Corp	135,269	$1,245,827
7	OBDC	Blue Owl Capital Corp	70,716	$782,118
8	EMO	ClearBridge Energy Midstream Opportunity Fund Inc. This page	14,216	$750,889

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.