CIA
SRV

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

Concurrent Investment 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
2025
Q2 		– Sell
-6,253
Closed -$275K – 1465
2025
Q1 		$275K Buy
+6,253
New +$284K 0.01% 973

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

Concurrent Investment Advisors's SRV Position: Q2 2025 in Review

Concurrent Investment Advisors sold out of NXG Cushing Midstream Energy Fund (SRV) in Q2 2025, closing a stake of 6,253 shares — an estimated $275K sold.

Concurrent Investment Advisors first reported a position in SRV in Q1 2025 and held it in 1 quarter. The position peaked at $275K in Q1 2025. 31 funds tracked by Wall St. Rank hold SRV as of Q2 2025.

  • Concurrent Investment Advisors reported no remaining NXG Cushing Midstream Energy Fund position as of Q2 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 6,253 NXG Cushing Midstream Energy Fund shares in Q2 2025, an estimated $275K.
  • Concurrent Investment Advisors first reported a position in NXG Cushing Midstream Energy Fund in Q1 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's NXG Cushing Midstream Energy Fund position peaked at $275K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q2 2025.

Based on Concurrent Investment Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.