Wealth Enhancement Advisory Services
CTOS icon

Wealth Enhancement Advisory Services’s Custom Truck One Source CTOS Stock Holding History

Wealth Enhancement Advisory Services’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 		$230K Buy
21,760
+5,072
+30% +$47.8K ﹤0.01% 3459
2026
Q1 		$110K Buy
+16,688
New +$110K ﹤0.01% 3298

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
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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Wealth Enhancement Advisory Services's CTOS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Custom Truck One Source (CTOS) stake by 30% in Q2 2026, buying an estimated $47.8K and bringing the position to 21,760 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #3459.

Wealth Enhancement Advisory Services first reported a position in CTOS in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,760 shares of Custom Truck One Source worth $230K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,072 Custom Truck One Source shares in Q2 2026, an estimated $47.8K.
  • Custom Truck One Source made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3459 holding.
  • Wealth Enhancement Advisory Services first reported a position in Custom Truck One Source in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.