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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
6,964
+1,800
+35% +$76.2K 0.02% 547
2025
Q1
$227K Buy
5,164
+200
+4% +$8.79K 0.01% 603
2024
Q4
$221K Buy
+4,964
New +$221K 0.01% 650