Arbor Wealth Advisors’s Custom Truck One Source CTOS Stock Holding History

Arbor Wealth Advisors’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
2025 Q4	–	Sell	-15,260	Closed	-$98K	–	58
2025 Q3	$98K	Hold	15,260	–	–	0.07%	55
2025 Q2	$75.4K	Hold	15,260	–	–	0.06%	54
2025 Q1	$64.4K	Hold	15,260	–	–	0.06%	48
2024 Q4	$73.4K	Hold	15,260	–	–	0.07%	52
2024 Q3	$52.6K	Hold	15,260	–	–	0.05%	48
2024 Q2	$66.4K	Hold	15,260	–	–	0.07%	45
2024 Q1	$88.8K	Hold	15,260	–	–	0.08%	45
2023 Q4	$94.3K	Buy	+15,260	New	+$90K	0.1%	43

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arbor Wealth Advisors's CTOS Position: Q4 2025 in Review

Arbor Wealth Advisors sold out of Custom Truck One Source (CTOS) in Q4 2025, closing a stake of 15,260 shares — an estimated $98K sold.

Arbor Wealth Advisors first reported a position in CTOS in Q4 2023 and held it in 8 quarters. The position peaked at $98K in Q3 2025. 156 funds tracked by Wall St. Rank hold CTOS as of Q4 2025.

Arbor Wealth Advisors reported no remaining Custom Truck One Source position as of Q4 2025 after selling out during the quarter.
Arbor Wealth Advisors sold 15,260 Custom Truck One Source shares in Q4 2025, an estimated $98K.
Arbor Wealth Advisors first reported a position in Custom Truck One Source in Q4 2023 and held it in 8 quarters.
Arbor Wealth Advisors's Custom Truck One Source position peaked at $98K in Q3 2025.
156 funds tracked by Wall St. Rank held Custom Truck One Source as of Q4 2025.

Based on Arbor Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.