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Action Point Financial Planning’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$761K Buy
+13,554
New +$734K 0.08% 198

Other funds holding NOBL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Action Point Financial Planning's NOBL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q2 2026: 13,554 shares worth $761K. The stake represents 0.08% of the portfolio and ranks #198 among its holdings.

838 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

  • Action Point Financial Planning held 13,554 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $761K as of Q2 2026.
  • ProShares S&P 500 Dividend Aristocrats ETF was a new Action Point Financial Planning position in Q2 2026.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 0.08% of Action Point Financial Planning's portfolio in Q2 2026, its #198 holding.
  • 838 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.