AA
SRV

Armis Advisers’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Armis Advisers’s Portfolio SRV Stock Details SRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,260
Closed -$231K – 483
2025
Q1 		$231K Buy
5,260
+500
+11% +$22.7K 0.02% 363
2024
Q4 		$212K Buy
+4,760
New +$211K 0.03% 336

Other funds holding SRV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Armis Advisers's SRV Position: Q2 2025 in Review

Armis Advisers sold out of NXG Cushing Midstream Energy Fund (SRV) in Q2 2025, closing a stake of 5,260 shares — an estimated $231K sold.

Armis Advisers first reported a position in SRV in Q4 2024 and held it in 2 quarters. The position peaked at $231K in Q1 2025. 31 funds tracked by Wall St. Rank hold SRV as of Q2 2025.

  • Armis Advisers reported no remaining NXG Cushing Midstream Energy Fund position as of Q2 2025 after selling out during the quarter.
  • Armis Advisers sold 5,260 NXG Cushing Midstream Energy Fund shares in Q2 2025, an estimated $231K.
  • Armis Advisers first reported a position in NXG Cushing Midstream Energy Fund in Q4 2024 and held it in 2 quarters.
  • Armis Advisers's NXG Cushing Midstream Energy Fund position peaked at $231K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q2 2025.

Based on Armis Advisers's 13F filing for Q2 2025, filed 15 Jul 2025.