Carson Wealth (CWM LLC)
SRV

Carson Wealth (CWM LLC)’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$267 Buy
+6
New +$254 ﹤0.01% 5507

Other funds holding SRV

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SRV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in NXG Cushing Midstream Energy Fund (SRV) in Q1 2026: 6 shares worth $267. The stake represents ﹤0.01% of the portfolio and ranks #5507 among its holdings.

35 funds tracked by Wall St. Rank hold SRV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6 shares of NXG Cushing Midstream Energy Fund worth $267 as of Q1 2026.
  • NXG Cushing Midstream Energy Fund was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • NXG Cushing Midstream Energy Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5507 holding.
  • 35 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.