Invesco
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Invesco’s Custom Truck One Source CTOS Stock Holding History

Invesco’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 		$4.19M Buy
354,702
+110,597
+45% +$1.04M ﹤0.01% 2291
2026
Q1 		$1.6M Buy
244,105
+7,178
+3% +$47.1K ﹤0.01% 2652
2025
Q4 		$1.36M Buy
236,927
+19,660
+9% +$120K ﹤0.01% 2774
2025
Q3 		$1.39M Buy
217,267
+92,684
+74% +$537K ﹤0.01% 2778
2025
Q2 		$615K Buy
124,583
+13,767
+12% +$59.3K ﹤0.01% 3070
2025
Q1 		$468K Buy
110,816
+12,617
+13% +$60.9K ﹤0.01% 3175
2024
Q4 		$472K Buy
98,199
+192
+0.2% +$869 ﹤0.01% 3256
2024
Q3 		$338K Sell
98,007
-16,381
-14% -$68.9K ﹤0.01% 3379
2024
Q2 		$498K Buy
114,388
+16,407
+17% +$79.9K ﹤0.01% 3271
2024
Q1 		$570K Buy
97,981
+18,930
+24% +$118K ﹤0.01% 3264
2023
Q4 		$489K Sell
79,051
-25,477
-24% -$150K ﹤0.01% 3230
2023
Q3 		$648K Buy
104,528
+22,652
+28% +$150K ﹤0.01% 3074
2023
Q2 		$552K Buy
81,876
+6,534
+9% +$43K ﹤0.01% 3186
2023
Q1 		$512K Buy
75,342
+55,100
+272% +$382K ﹤0.01% 3254
2022
Q4 		$128K Sell
20,242
-505
-2% -$3.27K ﹤0.01% 3785
2022
Q3 		$121K Buy
20,747
+943
+5% +$5.88K ﹤0.01% 3799
2022
Q2 		$111K Sell
19,804
-181,127
-90% -$1.15M ﹤0.01% 3866
2022
Q1 		$1.69M Buy
200,931
+164,142
+446% +$1.33M ﹤0.01% 2850
2021
Q4 		$295K Sell
36,789
-196,716
-84% -$1.69M ﹤0.01% 3622
2021
Q3 		$2.18M Buy
233,505
+5,371
+2% +$45.2K ﹤0.01% 2779
2021
Q2 		$2.17M Sell
228,134
-22,991
-9% -$226K ﹤0.01% 2808
2021
Q1 		$2.35M Buy
251,125
+16,235
+7% +$132K ﹤0.01% 2714
2020
Q4 		$1.73M Buy
+234,890
New +$1.19M ﹤0.01% 2685

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

Invesco's CTOS Position: Q2 2026 in Review

Invesco increased its Custom Truck One Source (CTOS) stake by 45% in Q2 2026, buying an estimated $1.04M and bringing the position to 354,702 shares worth $4.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

Invesco first reported a position in CTOS in Q4 2020 and has held it in 23 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Invesco held 354,702 shares of Custom Truck One Source worth $4.19M as of Q2 2026.
  • Invesco bought 110,597 Custom Truck One Source shares in Q2 2026, an estimated $1.04M.
  • Custom Truck One Source made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #2291 holding.
  • Invesco first reported a position in Custom Truck One Source in Q4 2020 and has held it in 23 quarters since.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.