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

Rise Advisors’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$988 Hold
200
– – ﹤0.01% 1287
2025
Q1 		$844 Hold
200
– – ﹤0.01% 1311
2024
Q4 		$962 Hold
200
– – ﹤0.01% 1084
2024
Q3 		$690 Hold
200
– – ﹤0.01% 1181
2024
Q2 		$870 Buy
+200
New +$870 ﹤0.01% 1166