Creative Planning
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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
Q2 		$354K Buy
29,951
+12,117
+68% +$114K ﹤0.01% 3447
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 $8.96B 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

Creative Planning's CTOS Position: Q2 2026 in Review

Creative Planning increased its Custom Truck One Source (CTOS) stake by 68% in Q2 2026, buying an estimated $114K and bringing the position to 29,951 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #3447.

Creative Planning first reported a position in CTOS in Q3 2022 and has held it in 11 quarters since. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Creative Planning held 29,951 shares of Custom Truck One Source worth $354K as of Q2 2026.
  • Creative Planning bought 12,117 Custom Truck One Source shares in Q2 2026, an estimated $114K.
  • Custom Truck One Source made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3447 holding.
  • Creative Planning first reported a position in Custom Truck One Source in Q3 2022 and has held it in 11 quarters since.
  • 187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.