NFSG
SRV

Newbridge Financial Services Group’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-20
Closed -$919 – 1417
2025
Q3 		$919 Hold
20
– – ﹤0.01% 1194
2025
Q2 		$847 Buy
+20
New +$804 ﹤0.01% 1216
2021
Q3 		– Sell
-20
Closed -$1K – 1591
2021
Q2 		$1K Hold
20
– – ﹤0.01% 1395
2021
Q1 		$1K Hold
20
– – ﹤0.01% 1327
2020
Q4 		$1K Hold
20
– – ﹤0.01% 1063
2020
Q3 		$0 Buy
+20
New +$353 ﹤0.01% 1051

Other funds holding SRV

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
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
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Newbridge Financial Services Group's SRV Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of NXG Cushing Midstream Energy Fund (SRV) in Q4 2025, closing a stake of 20 shares — an estimated $919 sold.

Newbridge Financial Services Group first reported a position in SRV in Q3 2020 and held it in 6 quarters. The position peaked at $1K in Q2 2021. 31 funds tracked by Wall St. Rank hold SRV as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining NXG Cushing Midstream Energy Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 20 NXG Cushing Midstream Energy Fund shares in Q4 2025, an estimated $919.
  • Newbridge Financial Services Group first reported a position in NXG Cushing Midstream Energy Fund in Q3 2020 and held it in 6 quarters.
  • Newbridge Financial Services Group's NXG Cushing Midstream Energy Fund position peaked at $1K in Q2 2021.
  • 31 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.