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
Q3 		$197K Sell
21,067
-693
-3% -$6.87K ﹤0.01% 3748
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

Sendero Wealth Management
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Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Wealth Enhancement Advisory Services's CTOS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Custom Truck One Source (CTOS) stake by 3.2% in Q3 2026, selling an estimated $6.87K and leaving 21,067 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #3748.

Wealth Enhancement Advisory Services first reported a position in CTOS in Q1 2026 and has held it in 3 quarters since. The position peaked at $230K in Q2 2026. 21 funds tracked by Wall St. Rank hold CTOS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 21,067 shares of Custom Truck One Source worth $197K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 693 Custom Truck One Source shares in Q3 2026, an estimated $6.87K.
  • Custom Truck One Source made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3748 holding.
  • Wealth Enhancement Advisory Services first reported a position in Custom Truck One Source in Q1 2026 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Custom Truck One Source position peaked at $230K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.