Aveo Capital Partners’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Aveo Capital 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
2025 Q2	–	Sell	-4,166	Closed	-$204K	–	99
2025 Q1	$204K	Sell	4,166 -9,352	-69%	-$475K	0.03%	174
2024 Q4	$673K	Buy	13,518 +482	+4%	+$25.3K	0.07%	164
2024 Q3	$696K	Sell	13,036 -7,660	-37%	-$389K	0.07%	161
2024 Q2	$995K	Sell	20,696 -15,026	-42%	-$736K	0.11%	131
2024 Q1	$1.74M	Buy	+35,722	New	+$1.72M	0.19%	102

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Aveo Capital Partners's NOBL Position: Q2 2025 in Review

Aveo Capital Partners sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q2 2025, closing a stake of 4,166 shares — an estimated $204K sold.

Aveo Capital Partners first reported a position in NOBL in Q1 2024 and held it in 5 quarters. The position peaked at $1.74M in Q1 2024. 758 funds tracked by Wall St. Rank hold NOBL as of Q2 2025.

Aveo Capital Partners reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 4,166 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2025, an estimated $204K.
Aveo Capital Partners first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2024 and held it in 5 quarters.
Aveo Capital Partners's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $1.74M in Q1 2024.
758 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.