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RAFFA WEALTH MANAGEMENT, LLC’s Custom Truck One Source CTOS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$3.21K Hold
272
– – ﹤0.01% 709
2026
Q1 		$1.79K Hold
272
– – ﹤0.01% 792
2025
Q4 		$1.57K Hold
272
– – ﹤0.01% 800
2025
Q3 		$1.75K Hold
272
– – ﹤0.01% 746
2025
Q2 		$1.34K Hold
272
– – ﹤0.01% 788
2025
Q1 		$1.15K Hold
272
– – ﹤0.01% 794
2024
Q4 		$1.31K Hold
272
– – ﹤0.01% 786
2024
Q3 		$938 Hold
272
– – ﹤0.01% 859
2024
Q2 		$1.18K Hold
272
– – ﹤0.01% 850
2024
Q1 		$1.58K Buy
+272
New +$1.69K ﹤0.01% 766

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
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's CTOS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Custom Truck One Source (CTOS) position steady in Q2 2026 at 272 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in CTOS in Q1 2024 and has held it in 10 quarters since. 21 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 272 shares of Custom Truck One Source worth $3.21K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Custom Truck One Source share count unchanged in Q2 2026.
  • Custom Truck One Source made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #709 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Custom Truck One Source in Q1 2024 and has held it in 10 quarters since.
  • 21 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.