NOBL β€” PROSHARES S P 500 ETF

Ownership history in Summit Financial Wealth Advisors, LLC  Β·  45 quarters on record

AI Ownership Summary

Summit Financial Wealth Advisors, LLC reported PROSHARES S P 500 ETF (NOBL) in 45 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.98% in 2024 Q4. The latest visible filing shows NOBL at 3.86% 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 Summit Financial Wealth Advisors, LLC's position in PROSHARES S P 500 ETF, 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
2025 Q4

NOBL was reported at 3.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.98% in 2024 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Summit Financial Wealth Advisors, LLC held NOBL β€” position size vs. price
% of Fund (quarterly)    NOBL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 258,826 +13,500 +5.5% 3.86% $26.9M 2026-02-14 (Est.) $114.00
2025 Q3 ADDED 245,326 +1,036 +0.4% 3.91% $25.3M 2025-10-03 $103.18
2025 Q2 ADDED 244,290 +69 +0.0% 4.41% $24.6M 2025-09-29 $101.99
2025 Q1 REDUCED 244,221 -5,081 -2.0% 4.95% $25.0M 2025-05-14 $97.50
2024 Q4 ADDED 249,302 +12,197 +5.1% 4.98% $25.4M 2025-02-13 $99.70
2024 Q3 REDUCED 237,105 -299 -0.1% 4.75% $25.3M 2024-11-13 $103.49
2024 Q2 ADDED 237,404 +6,097 +2.6% 4.62% $22.8M 2024-08-12 $96.07
2024 Q1 ADDED 231,307 +9,728 +4.4% 4.75% $23.5M 2024-05-02 $93.62
2023 Q4 REDUCED 221,579 -4,688 -2.1% 4.79% $21.1M 2024-01-19 $90.32
2023 Q3 ADDED 226,267 +9,555 +4.4% 4.85% $19.7M 2023-11-13 $83.10
35 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Summit Financial Wealth Advisors, 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 Summit Financial Wealth Advisors, LLC reported owning NOBL?

Summit Financial Wealth Advisors, LLC reported NOBL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported NOBL position in Summit Financial Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for NOBL was 4.98% in 2024 Q4.

What is the latest reported NOBL position on this page?

The most recent filing on this page is 2025 Q4, when Summit Financial Wealth Advisors, LLC reported 258,826 shares, equal to 3.86% of portfolio, with an estimated market value of $26.9M.

What does the chart on this NOBL ownership page compare?

The chart compares Summit Financial Wealth Advisors, 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.

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