Cetera Investment Advisers
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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
Q2 		$489K Buy
41,408
+2,379
+6% +$22.4K ﹤0.01% 3719
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 $8.96B AUM 34.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Investment Advisers's CTOS Position: Q2 2026 in Review

Cetera Investment Advisers increased its Custom Truck One Source (CTOS) stake by 6.1% in Q2 2026, buying an estimated $22.4K and bringing the position to 41,408 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #3719.

Cetera Investment Advisers first reported a position in CTOS in Q1 2024 and has held it in 10 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Cetera Investment Advisers held 41,408 shares of Custom Truck One Source worth $489K as of Q2 2026.
  • Cetera Investment Advisers bought 2,379 Custom Truck One Source shares in Q2 2026, an estimated $22.4K.
  • Custom Truck One Source made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3719 holding.
  • Cetera Investment Advisers first reported a position in Custom Truck One Source in Q1 2024 and has held it in 10 quarters since.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.