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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
2019
Q4 		– Sell
-7,600
Closed -$272K – 623
2019
Q3 		$272K Sell
7,600
-2,600
-25% -$91K 0.07% 166
2019
Q2 		$354K Buy
10,200
+7,200
+240% +$245K 0.1% 130
2019
Q1 		$102K Buy
+3,000
New +$97.1K 0.03% 224

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
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
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.