Aaron Wealth Advisors’s Savers SVV Stock Holding History

Aaron Wealth Advisors’s Portfolio SVV Stock Details SVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13,433	Closed	-$99.9K	–	758
2026 Q1	$99.9K	Buy	+13,433	New	+$128K	0.01%	681

Other funds holding SVV

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Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Aaron Wealth Advisors's SVV Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of Savers (SVV) in Q2 2026, closing a stake of 13,433 shares — an estimated $99.9K sold.

Aaron Wealth Advisors first reported a position in SVV in Q1 2026 and held it in 1 quarter. The position peaked at $99.9K in Q1 2026. 9 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

Aaron Wealth Advisors reported no remaining Savers position as of Q2 2026 after selling out during the quarter.
Aaron Wealth Advisors sold 13,433 Savers shares in Q2 2026, an estimated $99.9K.
Aaron Wealth Advisors first reported a position in Savers in Q1 2026 and held it in 1 quarter.
Aaron Wealth Advisors's Savers position peaked at $99.9K in Q1 2026.
9 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.