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Allworth Financial’s Custom Truck One Source CTOS Stock Holding History

Allworth Financial’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
Q1 		$13.2K Buy
2,004
+1,756
+708% +$11.5K ﹤0.01% 3310
2025
Q4 		$1.43K Buy
248
+96
+63% +$586 ﹤0.01% 4242
2025
Q3 		$976 Buy
152
+88
+138% +$510 ﹤0.01% 4257
2025
Q2 		$317 Buy
64
+11
+21% +$47 ﹤0.01% 4235
2025
Q1 		$226 Hold
53
– – ﹤0.01% 3845
2024
Q4 		$269 Hold
53
– – ﹤0.01% 3734
2024
Q3 		$183 Hold
53
– – ﹤0.01% 3616
2024
Q2 		$251 Hold
53
– – ﹤0.01% 3516
2024
Q1 		$309 Buy
53
+32
+152% +$199 ﹤0.01% 3393
2023
Q4 		$130 Buy
+21
New +$124 ﹤0.01% 3335

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return