4WEALTH ADVISORS, INC. NOBL β€” PROSHARES TR

Ownership history in 4WEALTH ADVISORS, INC.  Β·  6 quarters on record

AI Ownership Summary

4WEALTH ADVISORS, INC. reported PROSHARES TR (NOBL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.77% in 2025 Q1. The latest visible filing shows NOBL at 1.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NOBL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 4WEALTH ADVISORS, INC.'s position in PROSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NOBL was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.77% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NOBL stock page 4WEALTH ADVISORS, INC. fund profile 4WEALTH ADVISORS, INC. full holdings
How 4WEALTH ADVISORS, INC. held NOBL β€” position size vs. price
% of Fund (quarterly)    NOBL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 13,032 +787 +6.4% 1.17% $1.4M 2026-04-27 $108.02
2025 Q4 REDUCED 23.9% +2.4% ❌ 12,245 -3,842 -23.9% 1.09% $1.3M 2026-01-21 $109.09
2025 Q3 REDUCED β€” β€” β€” 16,087 -565 -3.4% 1.48% $1.7M 2025-10-28 $101.50
2025 Q2 ADDED β€” β€” β€” 16,652 +738 +4.6% 1.70% $1.7M 2025-08-04 $100.54
2025 Q1 ADDED β€” β€” β€” 15,914 +404 +2.6% 1.77% $1.6M 2025-05-05 $96.23
2024 Q4 INITIATED β€” β€” β€” 15,510 β€” β€” 1.55% $1.5M 2025-02-14 $98.69

🏒 Other funds also holding NOBL

As of 2026 Q1 β€” sorted by position size

IAM Advisory, LLC 3Y 9.1% Benchmark Financial, LLC 7.07% Landmark Wealth Management, LLC 3Y 5.38% Carroll Advisory Group, LLC 4.82% McElhenny Sheffield Capital Management, LLC 3Y 4.23% RoundAngle Advisors LLC 3.83% SYNTAX RESEARCH, INC. 3.76% WMS Group LLC 3.51% MRWM Advisors, LLC 3.3% Lynx Investment Advisory 3.28%

FAQ About 4WEALTH ADVISORS, INC. and NOBL

These are the practical questions this page is built to answer before you even open the full history table.

How long has 4WEALTH ADVISORS, INC. reported owning NOBL?

4WEALTH ADVISORS, INC. reported NOBL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported NOBL position in 4WEALTH ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for NOBL was 1.77% in 2025 Q1.

What is the latest reported NOBL position on this page?

The most recent filing on this page is 2026 Q1, when 4WEALTH ADVISORS, INC. reported 13,032 shares, equal to 1.17% of portfolio, with an estimated market value of $1.4M.

What does the chart on this NOBL ownership page compare?

The chart compares 4WEALTH ADVISORS, INC.'s quarterly NOBL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 4WEALTH ADVISORS, INC. time their NOBL position?

Based on 13F filing dates vs. subsequent NOBL price moves, 4WEALTH ADVISORS, INC. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on NOBL relative to SPY over the holding period was -6.8%.

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