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

Prevail Innovative 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 		$104K Buy
+11,001
New +$109K 0.01% 284
2026
Q2 		– Sell
-33,221
Closed -$218K – 213
2026
Q1 		$218K Buy
+33,221
New +$218K 0.04% 171

Other funds holding CTOS

Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
Sierra Summit Advisors
Sierra Summit Advisors Incline Village, Nevada $852M AUM 73.11% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Prevail Innovative Wealth Advisors's CTOS Position: Q3 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Custom Truck One Source (CTOS) in Q3 2026: 11,001 shares worth $104K. The stake represents 0.01% of the portfolio and ranks #284 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in CTOS as recently as Q1 2026.

Prevail Innovative Wealth Advisors first reported a position in CTOS in Q1 2026 and has held it in 2 quarters since. The position peaked at $218K in Q1 2026. 29 funds tracked by Wall St. Rank hold CTOS as of Q3 2026.

  • Prevail Innovative Wealth Advisors held 11,001 shares of Custom Truck One Source worth $104K as of Q3 2026.
  • Custom Truck One Source was a new Prevail Innovative Wealth Advisors position in Q3 2026.
  • Custom Truck One Source made up 0.01% of Prevail Innovative Wealth Advisors's portfolio in Q3 2026, its #284 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Custom Truck One Source in Q1 2026 and has held it in 2 quarters since.
  • Prevail Innovative Wealth Advisors's Custom Truck One Source position peaked at $218K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2026.

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