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	-500	Closed	-$3.29K	–	9443
2026 Q1	$3.29K	Hold	500	–	–	﹤0.01%	8134
2025 Q4	$2.88K	Hold	500	–	–	﹤0.01%	7707
2025 Q3	$3K	Buy	+500	New	+$2.9K	﹤0.01%	8486
2023 Q4	–	Sell	-1,600	Closed	-$9K	–	8934
2023 Q3	$9K	Buy	1,600 +100	+7%	+$661	﹤0.01%	7235
2023 Q2	$10K	Buy	+1,500	New	+$9.88K	﹤0.01%	7381
2021 Q4	–	Sell	-4,500	Closed	-$42K	–	10598
2021 Q3	$42K	Hold	4,500	–	–	﹤0.01%	7719
2021 Q2	$42K	Buy	+4,500	New	+$44.2K	﹤0.01%	7858
2021 Q1	–	Sell	-50	Closed	-$36K	–	8995
2020 Q4	$36K	Buy	+50	New	+$253	﹤0.01%	6489

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.