PA
SRV

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

PSI 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
-1,550
Closed -$68.1K – 611
2025
Q1 		$68.1K Buy
1,550
+300
+24% +$13.6K 0.02% 202
2024
Q4 		$55.6K Buy
1,250
+175
+16% +$7.77K 0.02% 256
2024
Q3 		$48.4K Sell
1,075
-100
-9% -$4.26K 0.01% 277
2024
Q2 		$48.7K Buy
1,175
+250
+27% +$10.5K 0.02% 260
2024
Q1 		$38.1K Hold
925
– – 0.01% 295
2023
Q4 		$31.3K Hold
925
– – 0.01% 333
2023
Q3 		$33.6K Hold
925
– – 0.01% 298
2023
Q2 		$34.6K Buy
925
+125
+16% +$4.29K 0.02% 297
2023
Q1 		$26.2K Buy
800
+50
+7% +$1.73K 0.01% 300
2022
Q4 		$25.2K Buy
750
+300
+67% +$10.4K 0.01% 292
2022
Q3 		$15K Buy
+450
New +$14.5K 0.01% 372

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $5.83B AUM 32.38% 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
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

PSI Advisors's SRV Position: Q2 2025 in Review

PSI Advisors sold out of NXG Cushing Midstream Energy Fund (SRV) in Q2 2025, closing a stake of 1,550 shares — an estimated $68.1K sold.

PSI Advisors first reported a position in SRV in Q3 2022 and held it in 11 quarters. The position peaked at $68.1K in Q1 2025. 31 funds tracked by Wall St. Rank hold SRV as of Q2 2025.

  • PSI Advisors reported no remaining NXG Cushing Midstream Energy Fund position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 1,550 NXG Cushing Midstream Energy Fund shares in Q2 2025, an estimated $68.1K.
  • PSI Advisors first reported a position in NXG Cushing Midstream Energy Fund in Q3 2022 and held it in 11 quarters.
  • PSI Advisors's NXG Cushing Midstream Energy Fund position peaked at $68.1K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.