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CWA Asset Management Group’s Custom Truck One Source CTOS Stock Holding History

CWA Asset Management Group’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 		$189K Hold
16,000
– – 0.01% 679
2026
Q1 		$105K Hold
16,000
– – ﹤0.01% 642
2025
Q4 		$92.2K Hold
16,000
– – ﹤0.01% 632
2025
Q3 		$103K Hold
16,000
– – ﹤0.01% 648
2025
Q2 		$79K Hold
16,000
– – ﹤0.01% 629
2025
Q1 		$67.5K Buy
+16,000
New +$77.2K ﹤0.01% 591

Other funds holding CTOS

CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

CWA Asset Management Group's CTOS Position: Q2 2026 in Review

CWA Asset Management Group held its Custom Truck One Source (CTOS) position steady in Q2 2026 at 16,000 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #679.

CWA Asset Management Group first reported a position in CTOS in Q1 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • CWA Asset Management Group held 16,000 shares of Custom Truck One Source worth $189K as of Q2 2026.
  • CWA Asset Management Group left its Custom Truck One Source share count unchanged in Q2 2026.
  • Custom Truck One Source made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #679 holding.
  • CWA Asset Management Group first reported a position in Custom Truck One Source in Q1 2025 and has held it in 6 quarters since.
  • 21 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.