Cetera Investment Advisers
CTOS icon

Cetera Investment Advisers’s Custom Truck One Source CTOS Stock Holding History

Cetera Investment Advisers’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 		$256K Sell
39,029
-7,352
-16% -$48.3K ﹤0.01% 4122
2025
Q4 		$267K Sell
46,381
-13,578
-23% -$82.9K ﹤0.01% 4005
2025
Q3 		$385K Buy
59,959
+610
+1% +$3.53K ﹤0.01% 3604
2025
Q2 		$293K Buy
59,349
+1,006
+2% +$4.34K ﹤0.01% 3415
2025
Q1 		$246K Buy
58,343
+31,684
+119% +$153K ﹤0.01% 3435
2024
Q4 		$128K Buy
26,659
+16,432
+161% +$74.3K ﹤0.01% 3530
2024
Q3 		$35.3K Sell
10,227
-213
-2% -$895 ﹤0.01% 3622
2024
Q2 		$45.4K Sell
10,440
-2,619
-20% -$12.8K ﹤0.01% 3602
2024
Q1 		$76K Buy
+13,059
New +$81.1K ﹤0.01% 3536

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