Creative Financial Designs’s Coda Octopus Group CODA Stock Holding History

Creative Financial Designs’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	$7.1K	Hold	727	–	–	﹤0.01%	1608
2026 Q1	$8.21K	Hold	727	–	–	﹤0.01%	1465
2025 Q4	$6.76K	Hold	727	–	–	﹤0.01%	1438
2025 Q3	$5.83K	Sell	727 -647	-47%	-$5.11K	﹤0.01%	1501
2025 Q2	$11.2K	Hold	1,374	–	–	﹤0.01%	1308
2025 Q1	$8.57K	Hold	1,374	–	–	﹤0.01%	1336
2024 Q4	$10.8K	Sell	1,374 -478	-26%	-$4.07K	﹤0.01%	1228
2024 Q3	$13.4K	Sell	1,852 -2,527	-58%	-$17.6K	﹤0.01%	1123
2024 Q2	$26.4K	Buy	4,379 +864	+25%	+$5.57K	﹤0.01%	931
2024 Q1	$20.3K	Buy	+3,515	New	+$20.5K	﹤0.01%	966

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Creative Financial Designs's CODA Position: Q2 2026 in Review

Creative Financial Designs held its Coda Octopus Group (CODA) position steady in Q2 2026 at 727 shares worth $7.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Creative Financial Designs first reported a position in CODA in Q1 2024 and has held it in 10 quarters since. The position peaked at $26.4K in Q2 2024. 12 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

Creative Financial Designs held 727 shares of Coda Octopus Group worth $7.1K as of Q2 2026.
Creative Financial Designs left its Coda Octopus Group share count unchanged in Q2 2026.
Coda Octopus Group made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1608 holding.
Creative Financial Designs first reported a position in Coda Octopus Group in Q1 2024 and has held it in 10 quarters since.
Creative Financial Designs's Coda Octopus Group position peaked at $26.4K in Q2 2024.
12 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.