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Canvas Wealth Advisors’s Custom Truck One Source CTOS Stock Holding History

Canvas Wealth Advisors’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.7M Sell
5,982,649
-1,036,877
-15% -$9.76M 9.86% 1
2026
Q1 		$46.1M Sell
7,019,526
-30,695
-0.4% -$202K 7.84% 1
2025
Q4 		$40.6M Buy
7,050,221
+2,303,504
+49% +$14.1M 6.9% 1
2025
Q3 		$30.9M Sell
4,746,717
-13,966
-0.3% -$80.9K 5.63% 2
2025
Q2 		$28.3M Buy
4,760,683
+292,341
+7% +$1.26M 5.59% 2
2025
Q1 		$17.2M Buy
4,468,342
+359,988
+9% +$1.74M 4.41% 4
2024
Q4 		$19.8M Buy
4,108,354
+303,744
+8% +$1.37M 4.96% 3
2024
Q3 		$13.1M Buy
3,804,610
+258,590
+7% +$1.09M 3.62% 6
2024
Q2 		$17.7M Buy
3,546,020
+58,792
+2% +$286K 5.46% 3
2024
Q1 		$18.2M Buy
3,487,228
+73,986
+2% +$459K 6.13% 2
2023
Q4 		$21.3M Buy
3,413,242
+156,010
+5% +$920K 7.74% 1
2023
Q3 		$19M Sell
3,257,232
-5,642
-0.2% -$37.3K 7.82% 1
2023
Q2 		$22.3M Buy
3,262,874
+520,121
+19% +$3.43M 8.26% 1
2023
Q1 		$17.2M Sell
2,742,753
-347,797
-11% -$2.41M 7.24% 2
2022
Q4 		$21M Buy
3,090,550
+14,677
+0.5% +$95.2K 8.8% 1
2022
Q3 		$20.6M Buy
3,075,873
+292,826
+11% +$1.83M 8.78% 1
2022
Q2 		$15.6M Buy
2,783,047
+1,607,450
+137% +$10.2M 6.27% 3
2022
Q1 		$7.61M Buy
+1,175,597
New +$9.5M 2.77% 8

Other funds holding CTOS

RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Canvas Wealth Advisors's CTOS Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its Custom Truck One Source (CTOS) stake by 15% in Q2 2026, selling an estimated $9.76M and leaving 5,982,649 shares worth $70.7M. The position accounts for 9.86% of the portfolio, ranked #1.

Canvas Wealth Advisors first reported a position in CTOS in Q1 2022 and has held it in 18 quarters since. 9 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Canvas Wealth Advisors held 5,982,649 shares of Custom Truck One Source worth $70.7M as of Q2 2026.
  • Canvas Wealth Advisors sold 1,036,877 Custom Truck One Source shares in Q2 2026, an estimated $9.76M.
  • Custom Truck One Source made up 9.86% of Canvas Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Canvas Wealth Advisors first reported a position in Custom Truck One Source in Q1 2022 and has held it in 18 quarters since.
  • 9 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.