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IFP Advisors’s Custom Truck One Source CTOS Stock Holding History

IFP 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
2026
Q2 		$9.85K Buy
834
+467
+127% +$4.4K ﹤0.01% 3403
2026
Q1 		$2.41K Buy
367
+134
+58% +$880 ﹤0.01% 3893
2025
Q4 		$1.34K Buy
233
+138
+145% +$842 ﹤0.01% 3968
2025
Q3 		$610 Buy
+95
New +$550 ﹤0.01% 4115
2025
Q2 		– Hold
0
– – – 4238
2025
Q1 		– Hold
0
– – – 3867
2024
Q4 		– Hold
0
– – – 4008

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

IFP Advisors's CTOS Position: Q2 2026 in Review

IFP Advisors increased its Custom Truck One Source (CTOS) stake by 127% in Q2 2026, buying an estimated $4.4K and bringing the position to 834 shares worth $9.85K. The position accounts for ﹤0.01% of the portfolio, ranked #3403.

IFP Advisors first reported a position in CTOS in Q3 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • IFP Advisors held 834 shares of Custom Truck One Source worth $9.85K as of Q2 2026.
  • IFP Advisors bought 467 Custom Truck One Source shares in Q2 2026, an estimated $4.4K.
  • Custom Truck One Source made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3403 holding.
  • IFP Advisors first reported a position in Custom Truck One Source in Q3 2025 and has held it in 4 quarters since.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.