Wealth Enhancement Advisory Services
SVC

Wealth Enhancement Advisory Services’s Service Properties Trust SVC Stock Holding History

Wealth Enhancement Advisory Services’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 		$305K Sell
6,904
-1,977
-22% -$15.5K ﹤0.01% 3191
2026
Q1 		$56.4K Buy
8,881
+6,487
+271% +$67.5K ﹤0.01% 3415
2025
Q4 		$24.8K Sell
2,394
-1,630
-41% -$16.4K ﹤0.01% 3572
2025
Q3 		$49.9K Buy
4,024
+466
+13% +$6.31K ﹤0.01% 3430
2025
Q2 		$46.3K Sell
3,558
-1,448
-29% -$15.6K ﹤0.01% 3236
2025
Q1 		$65.3K Buy
+5,006
New +$67.8K ﹤0.01% 2827
2024
Q3 		– Sell
-3,155
Closed -$81.1K – 2908
2024
Q2 		$81.1K Buy
3,155
+1,094
+53% +$31.5K ﹤0.01% 2425
2024
Q1 		$69.9K Sell
2,061
-74
-3% -$2.74K ﹤0.01% 2326
2023
Q4 		$91.2K Sell
2,135
-200
-9% -$7.56K ﹤0.01% 2179
2023
Q3 		$89.8K Buy
+2,335
New +$97.1K ﹤0.01% 2111

Other funds holding SVC

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

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

Wealth Enhancement Advisory Services reduced its Service Properties Trust (SVC) stake by 22% in Q2 2026, selling an estimated $15.5K and leaving 6,904 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #3191.

Wealth Enhancement Advisory Services first reported a position in SVC in Q3 2023 and has held it in 10 quarters since. 10 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,904 shares of Service Properties Trust worth $305K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,977 Service Properties Trust shares in Q2 2026, an estimated $15.5K.
  • Service Properties Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3191 holding.
  • Wealth Enhancement Advisory Services first reported a position in Service Properties Trust in Q3 2023 and has held it in 10 quarters since.
  • 10 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

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