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 $8.88B AUM 27.09% 1-Year Est. Return

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 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

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