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Avantax Planning Partners’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Avantax Planning Partners’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
2020
Q4 		– Sell
-16,862
Closed -$608K – 303
2020
Q3 		$608K Buy
+16,862
New +$605K 0.03% 164
2018
Q4 		– Sell
-1,176
Closed -$39K – 883
2018
Q3 		$39K Buy
+1,176
New +$38.6K ﹤0.01% 543

Other funds holding NOBL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avantax Planning Partners's NOBL Position: Q4 2020 in Review

Avantax Planning Partners sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2020, closing a stake of 16,862 shares — an estimated $608K sold.

Avantax Planning Partners first reported a position in NOBL in Q3 2018 and held it in 2 quarters. The position peaked at $608K in Q3 2020. 396 funds tracked by Wall St. Rank hold NOBL as of Q4 2020.

  • Avantax Planning Partners reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2020 after selling out during the quarter.
  • Avantax Planning Partners sold 16,862 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2020, an estimated $608K.
  • Avantax Planning Partners first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2018 and held it in 2 quarters.
  • Avantax Planning Partners's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $608K in Q3 2020.
  • 396 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2020.

Based on Avantax Planning Partners's 13F filing for Q4 2020, filed 4 Feb 2021.