Integrated Wealth Concepts LLC
Position in CTOS — Custom Truck One Source, Inc.
CIK 1737109
WALTHAM, MA
Position in CTOS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$27,989
New position
Shares Held
2,370
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#147
of 184 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $2,065,198 across 17 Rental & Leasing Services names. CTOS ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAR |
Avis Budget Group, Inc.
|
5,979 | $883,875 | |
| 2 | AER |
AerCap Holdings N.V.
|
4,110 | $599,155 | |
| 3 | URI |
United Rentals, Inc.
|
141 | $159,737 | |
| 4 | R |
Ryder System Inc
|
419 | $110,519 | |
| 5 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
1,112 | $83,188 | |
| 6 | HRI |
Herc Holdings Inc
|
478 | $68,516 | |
| 7 | PRG |
PROG Holdings, Inc.
|
724 | $33,745 | |
| 8 | CTOS |
Custom Truck One Source, Inc.
This page
|
2,370 | $27,989 |
All Filings in CTOS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,989 | 2,370 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||