Register Financial Advisors’s Custom Truck One Source CTOS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.01M	Sell	170,200 -1,000	-0.6%	-$9.42K	0.62%	46
2026 Q1	$1.12M	Sell	171,200 -2,000	-1%	-$13.1K	0.42%	72
2025 Q4	$998K	Buy	173,200 +5,800	+3%	+$35.4K	0.39%	78
2025 Q3	$1.07M	Buy	167,400 +47,100	+39%	+$273K	0.42%	67
2025 Q2	$594K	Buy	120,300 +10,000	+9%	+$43.1K	0.26%	94
2025 Q1	$465K	Buy	110,300 +12,500	+13%	+$60.3K	0.24%	94
2024 Q4	$470K	Sell	97,800 -41,000	-30%	-$185K	0.24%	101
2024 Q3	$479K	Sell	138,800 -24,000	-15%	-$101K	0.25%	102
2024 Q2	$708K	Sell	162,800 -16,500	-9%	-$80.3K	0.36%	73
2024 Q1	$1.04M	Buy	179,300 +144,200	+411%	+$895K	0.54%	49
2023 Q4	$217K	Buy	35,100 +30,100	+602%	+$178K	0.15%	150
2023 Q3	$31K	Buy	5,000 +2,000	+67%	+$13.2K	0.02%	294
2023 Q2	$20.2K	Buy	+3,000	New	+$19.8K	0.01%	339

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

Register Financial Advisors's CTOS Position: Q2 2026 in Review

Register Financial Advisors reduced its Custom Truck One Source (CTOS) stake by 0.58% in Q2 2026, selling an estimated $9.42K and leaving 170,200 shares worth $2.01M. The position accounts for 0.62% of the portfolio, ranked #46.

Register Financial Advisors first reported a position in CTOS in Q2 2023 and has held it in 13 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Register Financial Advisors held 170,200 shares of Custom Truck One Source worth $2.01M as of Q2 2026.
Register Financial Advisors sold 1,000 Custom Truck One Source shares in Q2 2026, an estimated $9.42K.
Custom Truck One Source made up 0.62% of Register Financial Advisors's portfolio in Q2 2026, its #46 holding.
Register Financial Advisors first reported a position in Custom Truck One Source in Q2 2023 and has held it in 13 quarters since.
186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.