Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Coda Octopus Group CODA Stock Holding History

Cambridge Investment Research Advisors’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-34,353
Closed -$388K – 3831
2026
Q1 		$388K Buy
+34,353
New +$420K ﹤0.01% 3036

Other funds holding CODA

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Cambridge Investment Research Advisors's CODA Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of Coda Octopus Group (CODA) in Q2 2026, closing a stake of 34,353 shares — an estimated $388K sold.

Cambridge Investment Research Advisors first reported a position in CODA in Q1 2026 and held it in 1 quarter. The position peaked at $388K in Q1 2026. 7 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

  • Cambridge Investment Research Advisors reported no remaining Coda Octopus Group position as of Q2 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 34,353 Coda Octopus Group shares in Q2 2026, an estimated $388K.
  • Cambridge Investment Research Advisors first reported a position in Coda Octopus Group in Q1 2026 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's Coda Octopus Group position peaked at $388K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.