Integrated Wealth Concepts’s Serve Robotics SERV Stock Holding History

Integrated Wealth Concepts’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
2026 Q2	$14K	Buy	+2,124	New	+$17.7K	﹤0.01%	4356

Other funds holding SERV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Integrated Wealth Concepts's SERV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Serve Robotics (SERV) in Q2 2026: 2,124 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #4356 among its holdings.

194 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

Integrated Wealth Concepts held 2,124 shares of Serve Robotics worth $14K as of Q2 2026.
Serve Robotics was a new Integrated Wealth Concepts position in Q2 2026.
Serve Robotics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4356 holding.
194 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.