Raffa Wealth Management’s Custom Truck One Source CTOS Stock Holding History

Raffa Wealth Management’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	$3.21K	Hold	272	–	–	﹤0.01%	709
2026 Q1	$1.79K	Hold	272	–	–	﹤0.01%	792
2025 Q4	$1.57K	Hold	272	–	–	﹤0.01%	800
2025 Q3	$1.75K	Hold	272	–	–	﹤0.01%	746
2025 Q2	$1.34K	Hold	272	–	–	﹤0.01%	788
2025 Q1	$1.15K	Hold	272	–	–	﹤0.01%	794
2024 Q4	$1.31K	Hold	272	–	–	﹤0.01%	786
2024 Q3	$938	Hold	272	–	–	﹤0.01%	859
2024 Q2	$1.18K	Hold	272	–	–	﹤0.01%	850
2024 Q1	$1.58K	Buy	+272	New	+$1.69K	﹤0.01%	766

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 31.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raffa Wealth Management's CTOS Position: Q2 2026 in Review

Raffa Wealth Management held its Custom Truck One Source (CTOS) position steady in Q2 2026 at 272 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Raffa Wealth Management first reported a position in CTOS in Q1 2024 and has held it in 10 quarters since. 169 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Raffa Wealth Management held 272 shares of Custom Truck One Source worth $3.21K as of Q2 2026.
Raffa Wealth Management left its Custom Truck One Source share count unchanged in Q2 2026.
Custom Truck One Source made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #709 holding.
Raffa Wealth Management first reported a position in Custom Truck One Source in Q1 2024 and has held it in 10 quarters since.
169 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.