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

IndexIQ 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
2022 Q1	–	Sell	-45,166	Closed	-$361K	–	1352
2021 Q4	$361K	Sell	45,166 -2,919	-6%	-$25.1K	0.01%	857
2021 Q3	$449K	Buy	48,085 +4,816	+11%	+$40.5K	0.02%	671
2021 Q2	$412K	Sell	43,269 -1,080	-2%	-$10.6K	0.01%	659
2021 Q1	$415K	Buy	+44,349	New	+$361K	0.01%	475

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

HCM

Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

IndexIQ Advisors's CTOS Position: Q1 2022 in Review

IndexIQ Advisors sold out of Custom Truck One Source (CTOS) in Q1 2022, closing a stake of 45,166 shares — an estimated $361K sold.

IndexIQ Advisors first reported a position in CTOS in Q1 2021 and held it in 4 quarters. The position peaked at $449K in Q3 2021. 84 funds tracked by Wall St. Rank hold CTOS as of Q1 2022.

IndexIQ Advisors reported no remaining Custom Truck One Source position as of Q1 2022 after selling out during the quarter.
IndexIQ Advisors sold 45,166 Custom Truck One Source shares in Q1 2022, an estimated $361K.
IndexIQ Advisors first reported a position in Custom Truck One Source in Q1 2021 and held it in 4 quarters.
IndexIQ Advisors's Custom Truck One Source position peaked at $449K in Q3 2021.
84 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.