CFS Investment Advisory Services, LLC NOBL PROSHARES TR

Ownership history in CFS Investment Advisory Services, LLC  ·  20 quarters on record

AI Ownership Summary

CFS Investment Advisory Services, LLC reported PROSHARES TR (NOBL) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.47% in 2024 Q1. The latest visible filing shows NOBL at 0.71% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NOBL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CFS Investment Advisory Services, LLC'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 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.47% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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.

How CFS Investment Advisory Services, LLC held NOBL — position size vs. price
% of Fund (quarterly)    NOBL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 5.2% +6.9% 94,463 -5,145 -5.2% 0.71% $10.3M 2026-04-29 $53.32
2025 Q4 REDUCED 99,608 -676 -0.7% 0.76% $10.4M 2026-02-10 $56.37
2025 Q3 ADDED 100,284 +1,010 +1.0% 0.77% $10.4M 2025-10-31 $49.96
2025 Q2 REDUCED 16.2% +2.5% 99,274 -19,168 -16.2% 0.82% $10.0M 2025-08-11 $50.45
2025 Q1 ADDED 118,442 +2,327 +2.0% 1.08% $12.1M 2025-05-12 $48.98
2024 Q4 ADDED 116,115 +5,897 +5.4% 1.04% $11.6M 2025-01-21 $49.39
2024 Q3 REDUCED 15.7% -6.5% 110,218 -20,495 -15.7% 0.99% $11.8M 2024-11-12 $51.04
2024 Q2 REDUCED 9.6% +11.6% 130,713 -13,926 -9.6% 1.02% $12.6M 2024-08-13 $47.89
2024 Q1 REDUCED 144,639 -1,376 -0.9% 2.47% $14.7M 2024-05-15 $47.54
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NOBL

As of 2026 Q2 — sorted by position size

Valor Advisors LLC 0.23% Hilltop National Bank 0.01% EASTERN BANK 3Y 7Y 0.01% CX Institutional 3Y 7Y 0.0%

FAQ About CFS Investment Advisory Services, LLC and NOBL

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

How long has CFS Investment Advisory Services, LLC reported owning NOBL?

CFS Investment Advisory Services, LLC reported NOBL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported NOBL position in CFS Investment Advisory Services, LLC's portfolio?

The largest reported portfolio weight for NOBL was 2.47% in 2024 Q1.

What is the latest reported NOBL position on this page?

The most recent filing on this page is 2026 Q1, when CFS Investment Advisory Services, LLC reported 94,463 shares, equal to 0.71% of portfolio, with an estimated market value of $10.3M.

What does the chart on this NOBL ownership page compare?

The chart compares CFS Investment Advisory Services, LLC'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 CFS Investment Advisory Services, LLC time their NOBL position?

Based on 13F filing dates vs. subsequent NOBL price moves, CFS Investment Advisory Services, LLC correctly timed 13 out of 19 reported position changes (68%). The annualised alpha on NOBL relative to SPY over the holding period was -5.9%.

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