Creative Planning
CTOS icon

Creative Planning’s Custom Truck One Source CTOS Stock Holding History

Creative Planning’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 		$117K Buy
+17,834
New +$117K ﹤0.01% 3866
2024
Q4 		– Sell
-18,235
Closed -$62.9K – 3612
2024
Q3 		$62.9K Sell
18,235
-12,367
-40% -$52K ﹤0.01% 3067
2024
Q2 		$133K Buy
30,602
+11,141
+57% +$54.2K ﹤0.01% 2783
2024
Q1 		$113K Buy
19,461
+252
+1% +$1.56K ﹤0.01% 2683
2023
Q4 		$119K Buy
19,209
+5,488
+40% +$32.4K ﹤0.01% 2549
2023
Q3 		$85.1K Sell
13,721
-165
-1% -$1.09K ﹤0.01% 2411
2023
Q2 		$93.6K Buy
13,886
+41
+0.3% +$270 ﹤0.01% 2358
2023
Q1 		$94K Buy
13,845
+2,606
+23% +$18.1K ﹤0.01% 2271
2022
Q4 		$71K Hold
11,239
– – ﹤0.01% 2190
2022
Q3 		$66K Buy
+11,239
New +$70.1K ﹤0.01% 2091

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