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 Q3	$220K	Buy	35,380 +862	+2%	+$6.74K	﹤0.01%	3654
2026 Q2	$305K	Buy	34,518 +25,637	+289%	+$202K	﹤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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GF Fund Management Guangzhou, China $7.72B AUM 122.96% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Wealth Enhancement Advisory Services's SVC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Service Properties Trust (SVC) stake by 2.5% in Q3 2026, buying an estimated $6.74K and bringing the position to 35,380 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #3654.

Wealth Enhancement Advisory Services first reported a position in SVC in Q3 2023 and has held it in 11 quarters since. The position peaked at $305K in Q2 2026. 28 funds tracked by Wall St. Rank hold SVC as of Q3 2026.

Wealth Enhancement Advisory Services held 35,380 shares of Service Properties Trust worth $220K as of Q3 2026.
Wealth Enhancement Advisory Services bought 862 Service Properties Trust shares in Q3 2026, an estimated $6.74K.
Service Properties Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3654 holding.
Wealth Enhancement Advisory Services first reported a position in Service Properties Trust in Q3 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's Service Properties Trust position peaked at $305K in Q2 2026.
28 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.