Berkshire Money Management’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Berkshire Money 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
2024 Q2	–	Sell	-12,298	Closed	-$624K	–	66
2024 Q1	$624K	Buy	+12,298	New	+$593K	0.08%	42
2022 Q3	–	Sell	-159,528	Closed	-$6.81M	–	44
2022 Q2	$6.81M	Buy	+159,528	New	+$7.26M	1.13%	17

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 $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Berkshire Money Management's NOBL Position: Q2 2024 in Review

Berkshire Money Management sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q2 2024, closing a stake of 12,298 shares — an estimated $624K sold.

Berkshire Money Management first reported a position in NOBL in Q2 2022 and held it in 2 quarters. The position peaked at $6.81M in Q2 2022. 719 funds tracked by Wall St. Rank hold NOBL as of Q2 2024.

Berkshire Money Management reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q2 2024 after selling out during the quarter.
Berkshire Money Management sold 12,298 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2024, an estimated $624K.
Berkshire Money Management first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2022 and held it in 2 quarters.
Berkshire Money Management's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $6.81M in Q2 2022.
719 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2024.

Based on Berkshire Money Management's 13F filing for Q2 2024, filed 19 Jul 2024.