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

BDO 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
2023 Q1	–	Sell	-986	Closed	-$44.4K	–	1083
2022 Q4	$44.4K	Hold	986	–	–	0.01%	432
2022 Q3	$39K	Hold	986	–	–	0.01%	449
2022 Q2	$42K	Hold	986	–	–	0.01%	436
2022 Q1	$47K	Hold	986	–	–	0.01%	441
2021 Q4	$48K	Hold	986	–	–	0.01%	453
2021 Q3	$44K	Buy	+986	New	+$45.5K	﹤0.01%	464
2020 Q3	–	Sell	-140	Closed	-$5K	–	927
2020 Q2	$5K	Hold	140	–	–	﹤0.01%	565
2020 Q1	$4K	Sell	140 -2,200	-94%	-$76.8K	﹤0.01%	627
2019 Q4	$88K	Sell	2,340 -250	-10%	-$9.17K	0.02%	256
2019 Q3	$93K	Buy	2,590 +930	+56%	+$32.6K	0.02%	262
2019 Q2	$58K	Buy	1,660 +120	+8%	+$4.08K	0.02%	292
2019 Q1	$52K	Buy	+1,540	New	+$49.8K	0.02%	276

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

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

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

BDO Wealth Advisors's NOBL Position: Q1 2023 in Review

BDO Wealth Advisors sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q1 2023, closing a stake of 986 shares — an estimated $44.4K sold.

BDO Wealth Advisors first reported a position in NOBL in Q1 2019 and held it in 12 quarters. The position peaked at $93K in Q3 2019. 637 funds tracked by Wall St. Rank hold NOBL as of Q1 2023.

BDO Wealth Advisors reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q1 2023 after selling out during the quarter.
BDO Wealth Advisors sold 986 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2023, an estimated $44.4K.
BDO Wealth Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2019 and held it in 12 quarters.
BDO Wealth Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $93K in Q3 2019.
637 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.