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Register Financial Advisors’s Custom Truck One Source CTOS Stock Holding History

Register Financial 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 		$2.01M Sell
170,200
-1,000
-0.6% -$9.42K 0.62% 46
2026
Q1 		$1.12M Sell
171,200
-2,000
-1% -$13.1K 0.42% 72
2025
Q4 		$998K Buy
173,200
+5,800
+3% +$35.4K 0.39% 78
2025
Q3 		$1.07M Buy
167,400
+47,100
+39% +$273K 0.42% 67
2025
Q2 		$594K Buy
120,300
+10,000
+9% +$43.1K 0.26% 94
2025
Q1 		$465K Buy
110,300
+12,500
+13% +$60.3K 0.24% 94
2024
Q4 		$470K Sell
97,800
-41,000
-30% -$185K 0.24% 101
2024
Q3 		$479K Sell
138,800
-24,000
-15% -$101K 0.25% 102
2024
Q2 		$708K Sell
162,800
-16,500
-9% -$80.3K 0.36% 73
2024
Q1 		$1.04M Buy
179,300
+144,200
+411% +$895K 0.54% 49
2023
Q4 		$217K Buy
35,100
+30,100
+602% +$178K 0.15% 150
2023
Q3 		$31K Buy
5,000
+2,000
+67% +$13.2K 0.02% 294
2023
Q2 		$20.2K Buy
+3,000
New +$19.8K 0.01% 339

Other funds holding CTOS

CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return