Rise Advisors’s Custom Truck One Source CTOS Stock Holding History

Rise Advisors’s Portfolio CTOS Stock Details CTOS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$1.28K	Hold
2025 Q2	$988	Hold
2025 Q1	$844	Hold
2024 Q4	$962	Hold
2024 Q3	$690	Hold
2024 Q2	$870	Buy