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

Physician 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
Q3 		– Sell
-33
Closed -$390 – 2493
2026
Q2 		$390 Buy
+33
New +$311 ﹤0.01% 2248

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Physician Wealth Advisors's CTOS Position: Q3 2026 in Review

Physician Wealth Advisors sold out of Custom Truck One Source (CTOS) in Q3 2026, closing a stake of 33 shares — an estimated $390 sold.

Physician Wealth Advisors first reported a position in CTOS in Q2 2026 and held it in 1 quarter. The position peaked at $390 in Q2 2026. 16 funds tracked by Wall St. Rank hold CTOS as of Q3 2026.

  • Physician Wealth Advisors reported no remaining Custom Truck One Source position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 33 Custom Truck One Source shares in Q3 2026, an estimated $390.
  • Physician Wealth Advisors first reported a position in Custom Truck One Source in Q2 2026 and held it in 1 quarter.
  • Physician Wealth Advisors's Custom Truck One Source position peaked at $390 in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.