Benchmark Wealth Management’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Benchmark Wealth Management’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	-6,190	Closed	-$223K	–	48
2020 Q3	$223K	Hold	6,190	–	–	0.18%	44
2020 Q2	$208K	Buy	+6,190	New	+$199K	0.18%	43
2020 Q1	–	Sell	-8,090	Closed	-$306K	–	49
2019 Q4	$306K	Buy	+8,090	New	+$297K	0.26%	35

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Benchmark Wealth Management's NOBL Position: Q4 2020 in Review

Benchmark Wealth Management sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2020, closing a stake of 6,190 shares — an estimated $223K sold.

Benchmark Wealth Management first reported a position in NOBL in Q4 2019 and held it in 3 quarters. The position peaked at $306K in Q4 2019. 396 funds tracked by Wall St. Rank hold NOBL as of Q4 2020.

Benchmark Wealth Management reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2020 after selling out during the quarter.
Benchmark Wealth Management sold 6,190 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2020, an estimated $223K.
Benchmark Wealth Management first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2019 and held it in 3 quarters.
Benchmark Wealth Management's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $306K in Q4 2019.
396 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2020.

Based on Benchmark Wealth Management's 13F filing for Q4 2020, filed 12 Jan 2021.