Atria Wealth Solutions’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$4.64M	Sell	91,532 -28,600	-24%	-$1.41M	0.11%	225
2025 Q1	$6.16M	Sell	120,132 -14,266	-11%	-$724K	0.07%	279
2024 Q4	$6.69M	Sell	134,398 -6,078	-4%	-$320K	0.07%	278
2024 Q3	$7.53M	Sell	140,476 -25,166	-15%	-$1.28M	0.08%	258
2024 Q2	$7.99M	Sell	165,642 -11,460	-6%	-$561K	0.09%	231
2024 Q1	$8.98M	Sell	177,102 -14,282	-7%	-$688K	0.1%	207
2023 Q4	$9.11M	Buy	191,384 +26,648	+16%	+$1.19M	0.11%	179
2023 Q3	$7.29M	Buy	164,736 +7,796	+5%	+$366K	0.1%	208
2023 Q2	$7.4M	Sell	156,940 -6,082	-4%	-$278K	0.1%	198
2023 Q1	$7.44M	Sell	163,022 -402	-0.2%	-$18.3K	0.11%	183
2022 Q4	$7.35M	Buy	163,424 +13,634	+9%	+$606K	0.12%	186
2022 Q3	$5.99M	Buy	149,790 +1,302	+0.9%	+$57.6K	0.1%	197
2022 Q2	$6.34M	Buy	148,488 +19,256	+15%	+$876K	0.12%	189
2022 Q1	$6.13M	Buy	+129,232	New	+$6.06M	0.1%	215

Other funds holding NOBL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Wealth Solutions's NOBL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 24% in Q2 2025, selling an estimated $1.41M and leaving 91,532 shares worth $4.64M. The position accounts for 0.11% of the portfolio, ranked #225.

Atria Wealth Solutions first reported a position in NOBL in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.11M in Q4 2023. 759 funds tracked by Wall St. Rank hold NOBL as of Q2 2025.

Atria Wealth Solutions held 91,532 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $4.64M as of Q2 2025.
Atria Wealth Solutions sold 28,600 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2025, an estimated $1.41M.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.11% of Atria Wealth Solutions's portfolio in Q2 2025, its #225 holding.
Atria Wealth Solutions first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $9.11M in Q4 2023.
759 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.