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Hughes Financial Services’s Custom Truck One Source CTOS Stock Holding History

Hughes Financial Services’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 		– Sell
-1
Closed -$7 – 1869
2026
Q1 		$7 Sell
1
-140
-99% -$920 ﹤0.01% 1702
2025
Q4 		$812 Hold
141
– – ﹤0.01% 773
2025
Q3 		$830 Hold
141
– – ﹤0.01% 768
2025
Q2 		$823 Buy
+141
New +$608 ﹤0.01% 750

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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Hughes Financial Services's CTOS Position: Q2 2026 in Review

Hughes Financial Services sold out of Custom Truck One Source (CTOS) in Q2 2026, closing a stake of 1 share — an estimated $7 sold.

Hughes Financial Services first reported a position in CTOS in Q2 2025 and held it in 4 quarters. The position peaked at $830 in Q3 2025. 12 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Hughes Financial Services reported no remaining Custom Truck One Source position as of Q2 2026 after selling out during the quarter.
  • Hughes Financial Services sold 1 Custom Truck One Source share in Q2 2026, an estimated $7.
  • Hughes Financial Services first reported a position in Custom Truck One Source in Q2 2025 and held it in 4 quarters.
  • Hughes Financial Services's Custom Truck One Source position peaked at $830 in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.