SFS
SRV

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

Symphony Financial Services’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 		$252K Buy
5,672
+378
+7% +$16K 0.13% 88
2025
Q4 		$207K Buy
+5,294
New +$222K 0.11% 97

Other funds holding SRV

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
QL
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Symphony Financial Services's SRV Position: Q1 2026 in Review

Symphony Financial Services increased its NXG Cushing Midstream Energy Fund (SRV) stake by 7.1% in Q1 2026, buying an estimated $16K and bringing the position to 5,672 shares worth $252K. The position accounts for 0.13% of the portfolio, ranked #88.

Symphony Financial Services first reported a position in SRV in Q4 2025 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold SRV as of Q1 2026.

  • Symphony Financial Services held 5,672 shares of NXG Cushing Midstream Energy Fund worth $252K as of Q1 2026.
  • Symphony Financial Services bought 378 NXG Cushing Midstream Energy Fund shares in Q1 2026, an estimated $16K.
  • NXG Cushing Midstream Energy Fund made up 0.13% of Symphony Financial Services's portfolio in Q1 2026, its #88 holding.
  • Symphony Financial Services first reported a position in NXG Cushing Midstream Energy Fund in Q4 2025 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q1 2026.

Based on Symphony Financial Services's 13F filing for Q1 2026, filed 7 May 2026.