TWD
SVC

True Wealth Design’s Service Properties Trust SVC Stock Holding History

True Wealth Design’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 		– Sell
-176
Closed -$1.19K – 2879
2026
Q1 		$1.19K Buy
176
+63
+56% +$655 ﹤0.01% 1739
2025
Q4 		$1.04K Sell
113
-134
-54% -$1.35K ﹤0.01% 1691
2025
Q3 		$3.35K Hold
247
– – ﹤0.01% 1259
2025
Q2 		$2.96K Buy
247
+245
+12,250% +$2.65K ﹤0.01% 1013
2025
Q1 		$24 Buy
+2
New +$27 ﹤0.01% 2556

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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's SVC Position: Q2 2026 in Review

True Wealth Design sold out of Service Properties Trust (SVC) in Q2 2026, closing a stake of 176 shares — an estimated $1.19K sold.

True Wealth Design first reported a position in SVC in Q1 2025 and held it in 5 quarters. The position peaked at $3.35K in Q3 2025. 10 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • True Wealth Design reported no remaining Service Properties Trust position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 176 Service Properties Trust shares in Q2 2026, an estimated $1.19K.
  • True Wealth Design first reported a position in Service Properties Trust in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Service Properties Trust position peaked at $3.35K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.