AWM
SVC

Able Wealth Management’s Service Properties Trust SVC Stock Holding History

Able Wealth Management’s Portfolio SVC Stock Details SVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$228K Hold
35,761
– – 0.05% 151
2026
Q2 		$302K Buy
+35,761
New +$281K 0.07% 107

Other funds holding SVC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Able Wealth Management's SVC Position: Q3 2026 in Review

Able Wealth Management held its Service Properties Trust (SVC) position steady in Q3 2026 at 35,761 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #151.

Able Wealth Management first reported a position in SVC in Q2 2026 and has held it in 2 quarters since. The position peaked at $302K in Q2 2026. 8 funds tracked by Wall St. Rank hold SVC as of Q3 2026.

  • Able Wealth Management held 35,761 shares of Service Properties Trust worth $228K as of Q3 2026.
  • Able Wealth Management left its Service Properties Trust share count unchanged in Q3 2026.
  • Service Properties Trust made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #151 holding.
  • Able Wealth Management first reported a position in Service Properties Trust in Q2 2026 and has held it in 2 quarters since.
  • Able Wealth Management's Service Properties Trust position peaked at $302K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.