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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
Q2 		– Sell
-33,221
Closed -$218K – 213
2026
Q1 		$218K Buy
+33,221
New +$218K 0.04% 171

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prevail Innovative Wealth Advisors's CTOS Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of Custom Truck One Source (CTOS) in Q2 2026, closing a stake of 33,221 shares — an estimated $218K sold.

Prevail Innovative Wealth Advisors first reported a position in CTOS in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Prevail Innovative Wealth Advisors reported no remaining Custom Truck One Source position as of Q2 2026 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 33,221 Custom Truck One Source shares in Q2 2026, an estimated $218K.
  • Prevail Innovative Wealth Advisors first reported a position in Custom Truck One Source in Q1 2026 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Custom Truck One Source position peaked at $218K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.