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Visionary Wealth Advisors

SEC CIK
0001802984
Latest filing
Aug 13, 2026

CTOS holding history

Custom Truck One Source, Inc. in every 13F filed by Visionary Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CTOS overviewAll 13F holders of CTOSFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2023
Holdings of CTOS by Visionary Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−35,000−100.0%Sold outHolders
Q4 202535,000$201.6K<0.1%00.0%UnchangedHolders
Q3 202535,000$224.7K<0.1%00.0%UnchangedHolders
Q2 202535,000$172.9K<0.1%00.0%UnchangedHolders
Q1 202535,000$147.7K<0.1%00.0%UnchangedHolders
Q4 202435,000$168.3K<0.1%00.0%UnchangedHolders
Q3 202435,000$120.8K<0.1%00.0%UnchangedHolders
Q2 202435,000$152.3K<0.1%00.0%UnchangedHolders
Q1 202435,000$203.7K<0.1%00.0%UnchangedHolders
Q4 202335,000$216.3K<0.1%00.0%UnchangedHolders
Q3 202335,000$217.0K<0.1%00.0%UnchangedHolders
Q2 202335,000$235.9K<0.1%00.0%UnchangedHolders
Q1 202335,000$237.7K<0.1%+35,000NewHolders