Commonwealth Equity Services’s Coda Octopus Group CODA Stock Holding History

Commonwealth Equity Services’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	$117K	Hold	12,000	–	–	﹤0.01%	4231
2026 Q1	$136K	Sell	12,000 -3,000	-20%	-$36.7K	﹤0.01%	4091
2025 Q4	$140K	Buy	15,000 +5,000	+50%	+$45.2K	﹤0.01%	4065
2025 Q3	$80K	Hold	10,000	–	–	﹤0.01%	4115
2025 Q2	$82K	Buy	+10,000	New	+$68.7K	﹤0.01%	4095
2024 Q4	–	Sell	-13,100	Closed	-$95K	–	4115
2024 Q3	$95K	Buy	13,100 +2,000	+18%	+$13.9K	﹤0.01%	3874
2024 Q2	$67K	Hold	11,100	–	–	﹤0.01%	3867
2024 Q1	$64K	Sell	11,100 -6,400	-37%	-$37.3K	﹤0.01%	3858
2023 Q4	$105K	Sell	17,500 -1,000	-5%	-$6.23K	﹤0.01%	3663
2023 Q3	$115K	Buy	18,500 +2,000	+12%	+$15.5K	﹤0.01%	3546
2023 Q2	$135K	Hold	16,500	–	–	﹤0.01%	3514
2023 Q1	$120	Hold	16,500	–	–	﹤0.01%	3460
2022 Q4	$113K	Hold	16,500	–	–	﹤0.01%	3394
2022 Q3	$89K	Hold	16,500	–	–	﹤0.01%	3390
2022 Q2	$82K	Hold	16,500	–	–	﹤0.01%	3408
2022 Q1	$108K	Sell	16,500 -10,500	-39%	-$69.4K	﹤0.01%	3464
2021 Q4	$216K	Buy	27,000 +2,000	+8%	+$16.5K	﹤0.01%	3237
2021 Q3	$224K	Sell	25,000 -650	-3%	-$5.79K	﹤0.01%	3177
2021 Q2	$221K	Sell	25,650 -1,450	-5%	-$12.4K	﹤0.01%	3183
2021 Q1	$240K	Sell	27,100 -4,850	-15%	-$36.2K	﹤0.01%	2972
2020 Q4	$200K	Sell	31,950 -2,700	-8%	-$15.9K	﹤0.01%	2923
2020 Q3	$191K	Sell	34,650 -2,550	-7%	-$14.7K	﹤0.01%	2742
2020 Q2	$191K	Buy	37,200 +200	+0.5%	+$1.05K	﹤0.01%	2625
2020 Q1	$207K	Sell	37,000 -10,400	-22%	-$69.1K	﹤0.01%	2367
2019 Q4	$396K	Buy	47,400 +5,500	+13%	+$42K	﹤0.01%	2085
2019 Q3	$344K	Buy	41,900 +27,050	+182%	+$294K	﹤0.01%	2112
2019 Q2	$193K	Buy	14,850 +2,600	+21%	+$34.2K	﹤0.01%	2514
2019 Q1	$114K	Buy	+12,250	New	+$90.2K	﹤0.01%	2582

Other funds holding CODA

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

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

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AWA

Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.99% 1-Year Est. Return

Commonwealth Equity Services's CODA Position: Q2 2026 in Review

Commonwealth Equity Services held its Coda Octopus Group (CODA) position steady in Q2 2026 at 12,000 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #4231.

Commonwealth Equity Services first reported a position in CODA in Q1 2019 and has held it in 28 quarters since. The position peaked at $396K in Q4 2019. 12 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

Commonwealth Equity Services held 12,000 shares of Coda Octopus Group worth $117K as of Q2 2026.
Commonwealth Equity Services left its Coda Octopus Group share count unchanged in Q2 2026.
Coda Octopus Group made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4231 holding.
Commonwealth Equity Services first reported a position in Coda Octopus Group in Q1 2019 and has held it in 28 quarters since.
Commonwealth Equity Services's Coda Octopus Group position peaked at $396K in Q4 2019.
12 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.