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

OneDigital 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
2026 Q1	$222K	Buy	+5,000	New	+$212K	﹤0.01%	1352

Other funds holding SRV

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OneDigital Investment Advisors's SRV Position: Q1 2026 in Review

OneDigital Investment Advisors opened a new position in NXG Cushing Midstream Energy Fund (SRV) in Q1 2026: 5,000 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1352 among its holdings.

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

OneDigital Investment Advisors held 5,000 shares of NXG Cushing Midstream Energy Fund worth $222K as of Q1 2026.
NXG Cushing Midstream Energy Fund was a new OneDigital Investment Advisors position in Q1 2026.
NXG Cushing Midstream Energy Fund made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1352 holding.
35 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.