Salomon & Ludwin’s Octave Intelligence OCTV Stock Holding History

Salomon & Ludwin’s Portfolio OCTV Stock Details OCTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-366	Closed	-$6.23K	–	1817
2026 Q2	$6.23K	Buy	+366	New	+$6.72K	﹤0.01%	1761

Other funds holding OCTV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Lansforsakringar Fondforvaltning Stockholm, Sweden $23.7B AUM 28.98% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Roubaix Capital Denver, Colorado $253M AUM 28.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Salomon & Ludwin's OCTV Position: Q3 2026 in Review

Salomon & Ludwin sold out of Octave Intelligence (OCTV) in Q3 2026, closing a stake of 366 shares — an estimated $6.23K sold.

Salomon & Ludwin first reported a position in OCTV in Q2 2026 and held it in 1 quarter. The position peaked at $6.23K in Q2 2026. 31 funds tracked by Wall St. Rank hold OCTV as of Q3 2026.

Salomon & Ludwin reported no remaining Octave Intelligence position as of Q3 2026 after selling out during the quarter.
Salomon & Ludwin sold 366 Octave Intelligence shares in Q3 2026, an estimated $6.23K.
Salomon & Ludwin first reported a position in Octave Intelligence in Q2 2026 and held it in 1 quarter.
Salomon & Ludwin's Octave Intelligence position peaked at $6.23K in Q2 2026.
31 funds tracked by Wall St. Rank held Octave Intelligence as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.