Cambridge Investment Research Advisors’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Cambridge Investment Research Advisors’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
2026 Q2	$451K	Buy	+9,003	New	+$425K	﹤0.01%	3061
2025 Q2	–	Sell	-35,012	Closed	-$1.54M	–	3753
2025 Q1	$1.54M	Buy	35,012 +8,524	+32%	+$387K	0.01%	1529
2024 Q4	$1.18M	Buy	+26,488	New	+$1.18M	﹤0.01%	1745
2014 Q4	–	Sell	-2,554	Closed	-$441K	–	1477
2014 Q3	$441K	Sell	2,554 -80	-3%	-$14K	0.01%	888
2014 Q2	$465K	Buy	+2,634	New	+$451K	0.02%	788

Other funds holding SRV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

EAM

Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cambridge Investment Research Advisors's SRV Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in NXG Cushing Midstream Energy Fund (SRV) in Q2 2026: 9,003 shares worth $451K. The stake represents ﹤0.01% of the portfolio and ranks #3061 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in SRV as recently as Q1 2025.

Cambridge Investment Research Advisors first reported a position in SRV in Q2 2014 and has held it in 5 quarters since. The position peaked at $1.54M in Q1 2025. 39 funds tracked by Wall St. Rank hold SRV as of Q2 2026.

Cambridge Investment Research Advisors held 9,003 shares of NXG Cushing Midstream Energy Fund worth $451K as of Q2 2026.
NXG Cushing Midstream Energy Fund was a new Cambridge Investment Research Advisors position in Q2 2026.
NXG Cushing Midstream Energy Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3061 holding.
Cambridge Investment Research Advisors first reported a position in NXG Cushing Midstream Energy Fund in Q2 2014 and has held it in 5 quarters since.
Cambridge Investment Research Advisors's NXG Cushing Midstream Energy Fund position peaked at $1.54M in Q1 2025.
39 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.