Aaron Wealth Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Aaron Wealth Advisors’s Portfolio NOBL Stock Details NOBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6,000	Closed	-$240K	–	264
2022 Q3	$240K	Sell	6,000 -14,218	-70%	-$628K	0.04%	183
2022 Q2	$862K	Sell	20,218 -1,898,672	-99%	-$86.4M	0.22%	68
2022 Q1	$10.1M	Buy	1,918,890 +1,910,332	+22,322%	+$89.6M	0.14%	79
2021 Q4	$420K	Buy	+8,558	New	+$404K	0.12%	111

Other funds holding NOBL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Aaron Wealth Advisors's NOBL Position: Q4 2022 in Review

Aaron Wealth Advisors sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2022, closing a stake of 6,000 shares — an estimated $240K sold.

Aaron Wealth Advisors first reported a position in NOBL in Q4 2021 and held it in 4 quarters. The position peaked at $10.1M in Q1 2022. 632 funds tracked by Wall St. Rank hold NOBL as of Q4 2022.

Aaron Wealth Advisors reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2022 after selling out during the quarter.
Aaron Wealth Advisors sold 6,000 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2022, an estimated $240K.
Aaron Wealth Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2021 and held it in 4 quarters.
Aaron Wealth Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $10.1M in Q1 2022.
632 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2022.

Based on Aaron Wealth Advisors's 13F filing for Q4 2022, filed 24 Jan 2023.