J.W. Cole Advisors’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

J.W. Cole Advisors’s Portfolio SRV Stock Details SRV Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.43M	Sell
2025 Q3	$1.74M	Buy
2025 Q2	$1.44M	Buy
2025 Q1	$1.24M	Buy
2024 Q4	$963K	Buy
2024 Q3	$570K	Buy