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True Wealth Design’s Custom Truck One Source CTOS Stock Holding History

True Wealth Design’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 		$993 Buy
84
+63
+300% +$593 ﹤0.01% 1981
2026
Q1 		$138 Buy
+21
New +$138 ﹤0.01% 2406
2025
Q2 		– Sell
-46
Closed -$195 – 2637
2025
Q1 		$195 Buy
+46
New +$222 ﹤0.01% 1974

Other funds holding CTOS

CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

True Wealth Design's CTOS Position: Q2 2026 in Review

True Wealth Design increased its Custom Truck One Source (CTOS) stake by 300% in Q2 2026, buying an estimated $593 and bringing the position to 84 shares worth $993. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

True Wealth Design first reported a position in CTOS in Q1 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • True Wealth Design held 84 shares of Custom Truck One Source worth $993 as of Q2 2026.
  • True Wealth Design bought 63 Custom Truck One Source shares in Q2 2026, an estimated $593.
  • Custom Truck One Source made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1981 holding.
  • True Wealth Design first reported a position in Custom Truck One Source in Q1 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.