Ameriprise’s Custom Truck One Source CTOS Stock Holding History

Ameriprise’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	$507K	Buy	42,917 +756	+2%	+$7.12K	﹤0.01%	3657
2026 Q1	$277K	Buy	+42,161	New	+$277K	﹤0.01%	3784
2021 Q3	–	Sell	-21,513	Closed	-$207K	–	3877
2021 Q2	$207K	Sell	21,513 -4,814	-18%	-$47.3K	﹤0.01%	3743
2021 Q1	$246K	Buy	26,327 +747	+3%	+$6.09K	﹤0.01%	3653
2020 Q4	$189K	Sell	25,580 -811	-3%	-$4.11K	﹤0.01%	3626
2020 Q3	$110K	Sell	26,391 -2,840	-10%	-$11K	﹤0.01%	3631
2020 Q2	$117K	Sell	29,231 -9,472	-24%	-$27.5K	﹤0.01%	3568
2020 Q1	$128K	Sell	38,703 -1,407	-4%	-$5.33K	﹤0.01%	3505
2019 Q4	$165K	Sell	40,110 -3,847	-9%	-$16.8K	﹤0.01%	3603
2019 Q3	$263K	Buy	+43,957	New	+$344K	﹤0.01%	3484

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ameriprise's CTOS Position: Q2 2026 in Review

Ameriprise increased its Custom Truck One Source (CTOS) stake by 1.8% in Q2 2026, buying an estimated $7.12K and bringing the position to 42,917 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #3657.

Ameriprise first reported a position in CTOS in Q3 2019 and has held it in 10 quarters since. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Ameriprise held 42,917 shares of Custom Truck One Source worth $507K as of Q2 2026.
Ameriprise bought 756 Custom Truck One Source shares in Q2 2026, an estimated $7.12K.
Custom Truck One Source made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3657 holding.
Ameriprise first reported a position in Custom Truck One Source in Q3 2019 and has held it in 10 quarters since.
187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.