Next Level Wealth Planning’s Serve Robotics SERV Stock Holding History

Next Level Wealth Planning’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 Q3	$8.82K	Buy	+1,897	New	+$9.5K	﹤0.01%	344

Other funds holding SERV

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AlphaCentric Advisors San Juan, Puerto Rico $113M AUM 27.37% 1-Year Est. Return

Next Level Wealth Planning's SERV Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Serve Robotics (SERV) in Q3 2026: 1,897 shares worth $8.82K. The stake represents ﹤0.01% of the portfolio and ranks #344 among its holdings.

67 funds tracked by Wall St. Rank hold SERV as of Q3 2026.

Next Level Wealth Planning held 1,897 shares of Serve Robotics worth $8.82K as of Q3 2026.
Serve Robotics was a new Next Level Wealth Planning position in Q3 2026.
Serve Robotics made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #344 holding.
67 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.