Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Serve Robotics SERV Stock Holding History

Wealth Enhancement Advisory Services’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	$60.9K	Buy	+10,287	New	+$85.9K	﹤0.01%	3892

Other funds holding SERV

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Wealth Enhancement Advisory Services's SERV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Serve Robotics (SERV) in Q2 2026: 10,287 shares worth $60.9K. The stake represents ﹤0.01% of the portfolio and ranks #3892 among its holdings.

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

Wealth Enhancement Advisory Services held 10,287 shares of Serve Robotics worth $60.9K as of Q2 2026.
Serve Robotics was a new Wealth Enhancement Advisory Services position in Q2 2026.
Serve Robotics made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3892 holding.
11 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.