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 Q2	–	Sell	-633	Closed	-$5.96K	–	9442
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 $8.96B 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

Simplex Trading's CTOS Position: Q2 2026 in Review

Simplex Trading sold out of Custom Truck One Source (CTOS) in Q2 2026, closing a stake of 633 shares — an estimated $5.96K sold.

Simplex Trading first reported a position in CTOS in Q4 2020 and held it in 10 quarters. The position peaked at $143K in Q4 2020. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Simplex Trading reported no remaining Custom Truck One Source position as of Q2 2026 after selling out during the quarter.
Simplex Trading sold 633 Custom Truck One Source shares in Q2 2026, an estimated $5.96K.
Simplex Trading first reported a position in Custom Truck One Source in Q4 2020 and held it in 10 quarters.
Simplex Trading's Custom Truck One Source position peaked at $143K in Q4 2020.
187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.