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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HPM
Helix Partners Management New York $744M AUM 62.28% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SCM
Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return
FC
Foursixthree Capital New York $485M AUM 117.01% 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. 223 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.
  • 223 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.