Simplex Trading
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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 		– Sell
-1,800
Closed -$10.4K – 9241
2025
Q4 		$10.4K Sell
1,800
-9,300
-84% -$56.8K ﹤0.01% 6964
2025
Q3 		$71K Buy
11,100
+5,400
+95% +$31.3K ﹤0.01% 6108
2025
Q2 		$28K Buy
+5,700
New +$24.6K ﹤0.01% 6459
2025
Q1 		– Sell
-5,700
Closed -$27K – 8675
2024
Q4 		$27K Buy
+5,700
New +$25.8K ﹤0.01% 6440
2024
Q2 		– Sell
-8,000
Closed -$46K – 8933
2024
Q1 		$46K Sell
8,000
-34,300
-81% -$213K ﹤0.01% 6331
2023
Q4 		$261K Buy
42,300
+25,800
+156% +$152K ﹤0.01% 4387
2023
Q3 		$102K Sell
16,500
-3,000
-15% -$19.8K ﹤0.01% 5063
2023
Q2 		$131K Buy
19,500
+16,400
+529% +$108K ﹤0.01% 4761
2023
Q1 		$21K Sell
3,100
-6,200
-67% -$43K ﹤0.01% 6853
2022
Q4 		$58K Buy
+9,300
New +$60.3K ﹤0.01% 5678
2021
Q4 		– Sell
-1,400
Closed -$13K – 10597
2021
Q3 		$13K Hold
1,400
– – ﹤0.01% 8753
2021
Q2 		$13K Buy
+1,400
New +$13.8K ﹤0.01% 8910
2021
Q1 		– Sell
-39
Closed -$28K – 8994
2020
Q4 		$28K Sell
39
-1
-3% -$5 ﹤0.01% 6711
2020
Q3 		$16K Buy
+40
New +$155 ﹤0.01% 6495

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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Alyeska Investment Group
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
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.