EWM
SRV

Evolution Wealth Management’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Evolution Wealth Management’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
Q3 		– Sell
-216
Closed -$9.15K – 679
2025
Q2 		$9.15K Buy
+216
New +$8.68K 0.01% 370

Other funds holding SRV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

Evolution Wealth Management's SRV Position: Q3 2025 in Review

Evolution Wealth Management sold out of NXG Cushing Midstream Energy Fund (SRV) in Q3 2025, closing a stake of 216 shares — an estimated $9.15K sold.

Evolution Wealth Management first reported a position in SRV in Q2 2025 and held it in 1 quarter. The position peaked at $9.15K in Q2 2025. 33 funds tracked by Wall St. Rank hold SRV as of Q3 2025.

  • Evolution Wealth Management reported no remaining NXG Cushing Midstream Energy Fund position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 216 NXG Cushing Midstream Energy Fund shares in Q3 2025, an estimated $9.15K.
  • Evolution Wealth Management first reported a position in NXG Cushing Midstream Energy Fund in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's NXG Cushing Midstream Energy Fund position peaked at $9.15K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.