Lindbrook Capital’s Custom Truck One Source CTOS Stock Holding History

Lindbrook Capital’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
2025 Q1	$1.8K	Sell	426 -69	-14%	-$333	﹤0.01%	2310
2024 Q4	$2.38K	Sell	495 -477	-49%	-$2.16K	﹤0.01%	2260
2024 Q3	$3.35K	Buy	972 +775	+393%	+$3.26K	﹤0.01%	2170
2024 Q2	$857	Buy	+197	New	+$959	﹤0.01%	2513
2023 Q4	–	Sell	-218	Closed	-$1.35K	–	2722
2023 Q3	$1.35K	Hold	218	–	–	﹤0.01%	2266
2023 Q2	$1.47K	Hold	218	–	–	﹤0.01%	2269
2023 Q1	$1.48K	Hold	218	–	–	﹤0.01%	2357
2022 Q4	$1.38K	Hold	218	–	–	﹤0.01%	2384
2022 Q3	$1K	Buy	+218	New	+$1.36K	﹤0.01%	2285

Other funds holding CTOS

PEA

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Lindbrook Capital's CTOS Position: Q1 2025 in Review

Lindbrook Capital reduced its Custom Truck One Source (CTOS) stake by 14% in Q1 2025, selling an estimated $333 and leaving 426 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Lindbrook Capital first reported a position in CTOS in Q3 2022 and has held it in 9 quarters since. The position peaked at $3.35K in Q3 2024. 142 funds tracked by Wall St. Rank hold CTOS as of Q1 2025.

Lindbrook Capital held 426 shares of Custom Truck One Source worth $1.8K as of Q1 2025.
Lindbrook Capital sold 69 Custom Truck One Source shares in Q1 2025, an estimated $333.
Custom Truck One Source made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2310 holding.
Lindbrook Capital first reported a position in Custom Truck One Source in Q3 2022 and has held it in 9 quarters since.
Lindbrook Capital's Custom Truck One Source position peaked at $3.35K in Q3 2024.
142 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.