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

Wealth Enhancement Trust 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	$1.7K	Buy	+144	New	+$1.36K	﹤0.01%	1027

Other funds holding CTOS

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Custom Truck One Source (CTOS) in Q2 2026: 144 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #1027 among its holdings.

105 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Wealth Enhancement Trust Services held 144 shares of Custom Truck One Source worth $1.7K as of Q2 2026.
Custom Truck One Source was a new Wealth Enhancement Trust Services position in Q2 2026.
Custom Truck One Source made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1027 holding.
105 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

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