CA
SVC

CoreCap Advisors’s Service Properties Trust SVC Stock Holding History

CoreCap Advisors’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
Q2 		$1.01K Hold
120
– – ﹤0.01% 2690
2026
Q1 		$813 Hold
120
– – ﹤0.01% 2564
2025
Q4 		$1.1K Hold
120
– – ﹤0.01% 2584
2025
Q3 		$1.63K Hold
120
– – ﹤0.01% 2410
2025
Q2 		$1.43K Sell
120
-19
-14% -$205 ﹤0.01% 2370
2025
Q1 		$1.82K Buy
139
+19
+16% +$257 ﹤0.01% 2380
2024
Q4 		$1.52K Hold
120
– – ﹤0.01% 2297
2024
Q3 		$2.74K Hold
120
– – ﹤0.01% 2121
2024
Q2 		$3.08K Hold
120
– – ﹤0.01% 1242
2024
Q1 		$4.07K Buy
+120
New +$4.45K ﹤0.01% 1962
2022
Q4 		$4.37K Buy
+120
New +$4.4K ﹤0.01% 1783
2022
Q3 		– Sell
-120
Closed -$3K – 1894
2022
Q2 		$3K Buy
+120
New +$4.14K ﹤0.01% 1812
2022
Q1 		– Sell
-120
Closed -$5K – 1898
2021
Q4 		$5K Buy
+120
New +$6.11K ﹤0.01% 1763

Other funds holding SVC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BA
Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors's SVC Position: Q2 2026 in Review

CoreCap Advisors held its Service Properties Trust (SVC) position steady in Q2 2026 at 120 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2690.

CoreCap Advisors first reported a position in SVC in Q4 2021 and has held it in 13 quarters since. The position peaked at $5K in Q4 2021. 10 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • CoreCap Advisors held 120 shares of Service Properties Trust worth $1.01K as of Q2 2026.
  • CoreCap Advisors left its Service Properties Trust share count unchanged in Q2 2026.
  • Service Properties Trust made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2690 holding.
  • CoreCap Advisors first reported a position in Service Properties Trust in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Service Properties Trust position peaked at $5K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.