4Wealth Advisors
LOOP icon

4Wealth Advisors’s Loop Industries LOOP Stock Holding History

4Wealth Advisors’s Portfolio LOOP Stock Details LOOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22.9K Buy
52,486
+9,970
+23% +$6.41K 0.02% 142
2026
Q2 		$41K Buy
42,516
+14,280
+51% +$17.8K 0.03% 149
2026
Q1 		$37.8K Buy
+28,236
New +$35.4K 0.03% 140
2025
Q1 		– Sell
-50,025
Closed -$60K – 139
2024
Q4 		$60K Buy
+50,025
New +$71.8K 0.06% 142

Other funds holding LOOP

NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Salvus Wealth Management
Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

4Wealth Advisors's LOOP Position: Q3 2026 in Review

4Wealth Advisors increased its Loop Industries (LOOP) stake by 23% in Q3 2026, buying an estimated $6.41K and bringing the position to 52,486 shares worth $22.9K. The position accounts for 0.02% of the portfolio, ranked #142.

4Wealth Advisors first reported a position in LOOP in Q4 2024 and has held it in 4 quarters since. The position peaked at $60K in Q4 2024. 9 funds tracked by Wall St. Rank hold LOOP as of Q3 2026.

  • 4Wealth Advisors held 52,486 shares of Loop Industries worth $22.9K as of Q3 2026.
  • 4Wealth Advisors bought 9,970 Loop Industries shares in Q3 2026, an estimated $6.41K.
  • Loop Industries made up 0.02% of 4Wealth Advisors's portfolio in Q3 2026, its #142 holding.
  • 4Wealth Advisors first reported a position in Loop Industries in Q4 2024 and has held it in 4 quarters since.
  • 4Wealth Advisors's Loop Industries position peaked at $60K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Loop Industries as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.