Simplex Trading’s Custom Truck One Source CTOS Stock Holding History

Simplex Trading’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 Q1	$4.16K	Buy	+633	New	+$4.16K	﹤0.01%	8007
2025 Q2	–	Sell	-3,171	Closed	-$13.7K	–	8803
2025 Q1	$13K	Buy	+3,171	New	+$15.3K	﹤0.01%	6892
2024 Q4	–	Sell	-249	Closed	-$1.13K	–	8670
2024 Q3	$0	Sell	249 -386	-61%	-$1.62K	﹤0.01%	8646
2024 Q2	$2K	Buy	+635	New	+$3.09K	﹤0.01%	8244
2023 Q2	–	Sell	-2,795	Closed	-$18.4K	–	9116
2023 Q1	$18K	Buy	+2,795	New	+$19.4K	﹤0.01%	7001
2022 Q4	–	Sell	-433	Closed	-$2.81K	–	9370
2022 Q3	$2K	Buy	+433	New	+$2.7K	﹤0.01%	9248
2022 Q2	–	Sell	-585	Closed	-$4K	–	10113
2022 Q1	$4K	Buy	585 +385	+193%	+$3.11K	﹤0.01%	9530
2021 Q4	$1K	Buy	+200	New	+$1.72K	﹤0.01%	10161
2021 Q2	–	Sell	-466	Closed	-$4.58K	–	10123
2021 Q1	$4K	Sell	466 -19,024	-98%	-$155K	﹤0.01%	8253
2020 Q4	$143K	Buy	+19,490	New	+$98.7K	﹤0.01%	5038

Other funds holding CTOS

PEA

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

CWA

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

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

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

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simplex Trading's CTOS Position: Q1 2026 in Review

Simplex Trading opened a new position in Custom Truck One Source (CTOS) in Q1 2026: 633 shares worth $4.16K. The stake represents ﹤0.01% of the portfolio and ranks #8007 among its holdings. This is a return to the name: Simplex Trading previously reported a position in CTOS as recently as Q1 2025.

Simplex Trading first reported a position in CTOS in Q4 2020 and has held it in 10 quarters since. The position peaked at $143K in Q4 2020. 173 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

Simplex Trading held 633 shares of Custom Truck One Source worth $4.16K as of Q1 2026.
Custom Truck One Source was a new Simplex Trading position in Q1 2026.
Custom Truck One Source made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8007 holding.
Simplex Trading first reported a position in Custom Truck One Source in Q4 2020 and has held it in 10 quarters since.
Simplex Trading's Custom Truck One Source position peaked at $143K in Q4 2020.
173 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.