Integrated Wealth Concepts’s Custom Truck One Source CTOS Stock Holding History

Integrated Wealth Concepts’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	$28K	Buy	+2,370	New	+$22.3K	﹤0.01%	3825

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's CTOS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Custom Truck One Source (CTOS) in Q2 2026: 2,370 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #3825 among its holdings.

186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Integrated Wealth Concepts held 2,370 shares of Custom Truck One Source worth $28K as of Q2 2026.
Custom Truck One Source was a new Integrated Wealth Concepts position in Q2 2026.
Custom Truck One Source made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3825 holding.
186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.