Symphony Financial Services
SRV icon

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
Q3 		$282K Buy
6,821
+255
+4% +$11.9K 0.12% 87
2026
Q2 		$329K Buy
6,566
+894
+16% +$42.2K 0.15% 75
2026
Q1 		$252K Buy
5,672
+378
+7% +$16K 0.13% 88
2025
Q4 		$207K Buy
+5,294
New +$222K 0.11% 97

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J.W. Cole Advisors
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Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
ASG
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Symphony Financial Services's SRV Position: Q3 2026 in Review

Symphony Financial Services increased its NXG Cushing Midstream Energy Fund (SRV) stake by 3.9% in Q3 2026, buying an estimated $11.9K and bringing the position to 6,821 shares worth $282K. The position accounts for 0.12% of the portfolio, ranked #87.

Symphony Financial Services first reported a position in SRV in Q4 2025 and has held it in 4 quarters since. The position peaked at $329K in Q2 2026. 19 funds tracked by Wall St. Rank hold SRV as of Q3 2026.

  • Symphony Financial Services held 6,821 shares of NXG Cushing Midstream Energy Fund worth $282K as of Q3 2026.
  • Symphony Financial Services bought 255 NXG Cushing Midstream Energy Fund shares in Q3 2026, an estimated $11.9K.
  • NXG Cushing Midstream Energy Fund made up 0.12% of Symphony Financial Services's portfolio in Q3 2026, its #87 holding.
  • Symphony Financial Services first reported a position in NXG Cushing Midstream Energy Fund in Q4 2025 and has held it in 4 quarters since.
  • Symphony Financial Services's NXG Cushing Midstream Energy Fund position peaked at $329K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.