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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-200	Closed	-$1.28K	–	414
2025 Q3	$1.28K	Hold	200	–	–	﹤0.01%	1242
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	+$974	﹤0.01%	1166

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rise Advisors's CTOS Position: Q4 2025 in Review

Rise Advisors sold out of Custom Truck One Source (CTOS) in Q4 2025, closing a stake of 200 shares — an estimated $1.28K sold.

Rise Advisors first reported a position in CTOS in Q2 2024 and held it in 6 quarters. The position peaked at $1.28K in Q3 2025. 156 funds tracked by Wall St. Rank hold CTOS as of Q4 2025.

Rise Advisors reported no remaining Custom Truck One Source position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 200 Custom Truck One Source shares in Q4 2025, an estimated $1.28K.
Rise Advisors first reported a position in Custom Truck One Source in Q2 2024 and held it in 6 quarters.
Rise Advisors's Custom Truck One Source position peaked at $1.28K in Q3 2025.
156 funds tracked by Wall St. Rank held Custom Truck One Source as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.