Navis Wealth Advisors, LLC - PROSHARES TR ownership

PROSHARES TR's ticker is NOBL and the CUSIP is 74348A467. A total of 617 filers reported holding PROSHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
Navis Wealth Advisors, LLC ownership history of PROSHARES TR
ValueSharesWeighting
Q3 2023$1,569,364
-5.7%
17,723
+0.4%
2.27%
+48.9%
Q2 2023$1,664,306
-4.4%
17,653
-7.5%
1.53%
-20.1%
Q1 2023$1,741,283
+6.3%
19,085
+4.9%
1.91%
-17.9%
Q4 2022$1,637,479
+19.1%
18,196
+5.8%
2.33%
+9.6%
Q3 2022$1,375,000
-6.5%
17,193
-0.2%
2.12%
+34.7%
Q2 2022$1,471,000
-9.2%
17,228
+0.9%
1.58%
+9.7%
Q1 2022$1,620,000
-2.6%
17,068
+0.8%
1.44%
+2.6%
Q4 2021$1,663,000
+10.9%
16,9360.0%1.40%
+33.6%
Q3 2021$1,499,000
-2.0%
16,936
+0.3%
1.05%
-18.5%
Q2 2021$1,530,000
+5.4%
16,877
+0.4%
1.28%
+14.3%
Q1 2021$1,451,000
+8.9%
16,816
+0.9%
1.12%
-6.6%
Q4 2020$1,332,00016,6741.20%
Other shareholders
PROSHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
IAM Advisory, LLC 856,672$68,500,00028.94%
ForthRight Wealth Management, LLC 360,799$28,850,00016.92%
HANTZ FINANCIAL SERVICES, INC. 334,134$26,717,00010.45%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,014,755$81,140,00010.02%
Landmark Wealth Management, LLC 151,773$12,136,0009.19%
Pacific Wealth Strategies Group, Inc. 80,024$6,399,0008.92%
Cresta Advisors, Ltd. 81,822$6,542,0008.07%
Prism Advisors, Inc. 228,631$18,281,0007.37%
SMITH SHELLNUT WILSON LLC /ADV 129,347$10,343,0006.88%
Strategic Wealth Investment Group, LLC 277,235$22,168,0006.37%
View complete list of PROSHARES TR shareholders