Visionary Wealth Advisors’s Custom Truck One Source CTOS Stock Holding History

Visionary Wealth Advisors’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	-35,000	Closed	-$202K	–	642
2025 Q4	$202K	Hold	35,000	–	–	0.01%	593
2025 Q3	$225K	Hold	35,000	–	–	0.01%	555
2025 Q2	$173K	Hold	35,000	–	–	0.01%	558
2025 Q1	$148K	Hold	35,000	–	–	0.01%	528
2024 Q4	$168K	Hold	35,000	–	–	0.01%	524
2024 Q3	$121K	Hold	35,000	–	–	0.01%	521
2024 Q2	$152K	Hold	35,000	–	–	0.01%	494
2024 Q1	$204K	Hold	35,000	–	–	0.01%	472
2023 Q4	$216K	Hold	35,000	–	–	0.02%	450
2023 Q3	$217K	Hold	35,000	–	–	0.02%	415
2023 Q2	$236K	Hold	35,000	–	–	0.02%	407
2023 Q1	$238K	Buy	+35,000	New	+$243K	0.02%	391

Other funds holding CTOS

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 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 $83.9B AUM 60.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Visionary Wealth Advisors's CTOS Position: Q1 2026 in Review

Visionary Wealth Advisors sold out of Custom Truck One Source (CTOS) in Q1 2026, closing a stake of 35,000 shares — an estimated $202K sold.

Visionary Wealth Advisors first reported a position in CTOS in Q1 2023 and held it in 12 quarters. The position peaked at $238K in Q1 2023. 175 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

Visionary Wealth Advisors reported no remaining Custom Truck One Source position as of Q1 2026 after selling out during the quarter.
Visionary Wealth Advisors sold 35,000 Custom Truck One Source shares in Q1 2026, an estimated $202K.
Visionary Wealth Advisors first reported a position in Custom Truck One Source in Q1 2023 and held it in 12 quarters.
Visionary Wealth Advisors's Custom Truck One Source position peaked at $238K in Q1 2023.
175 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.