CW
SERV

CreativeOne Wealth’s Serve Robotics SERV Stock Holding History

CreativeOne Wealth’s Portfolio SERV Stock Details SERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-30,289
Closed -$352K – 1272
2025
Q3 		$352K Buy
+30,289
New +$332K 0.01% 887
2025
Q1 		– Sell
-11,567
Closed -$156K – 1155
2024
Q4 		$156K Buy
+11,567
New +$121K ﹤0.01% 1030

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

CreativeOne Wealth's SERV Position: Q4 2025 in Review

CreativeOne Wealth sold out of Serve Robotics (SERV) in Q4 2025, closing a stake of 30,289 shares — an estimated $352K sold.

CreativeOne Wealth first reported a position in SERV in Q4 2024 and held it in 2 quarters. The position peaked at $352K in Q3 2025. 186 funds tracked by Wall St. Rank hold SERV as of Q4 2025.

  • CreativeOne Wealth reported no remaining Serve Robotics position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 30,289 Serve Robotics shares in Q4 2025, an estimated $352K.
  • CreativeOne Wealth first reported a position in Serve Robotics in Q4 2024 and held it in 2 quarters.
  • CreativeOne Wealth's Serve Robotics position peaked at $352K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Serve Robotics as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.