Briaud Financial Planning’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Briaud Financial Planning’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 Q3	–	Sell	-3,582	Closed	-$180K	–	242
2025 Q2	$180K	Hold	3,582	–	–	0.07%	42
2025 Q1	$183K	Hold	3,582	–	–	0.07%	36
2024 Q4	$178K	Hold	3,582	–	–	0.07%	33
2024 Q3	$191K	Hold	3,582	–	–	0.1%	29
2024 Q2	$172K	Hold	3,582	–	–	0.1%	25
2024 Q1	$182K	Buy	+3,582	New	+$173K	0.1%	24
2023 Q4	–	Sell	-3,582	Closed	-$158K	–	113
2023 Q3	$158K	Buy	+3,582	New	+$168K	0.13%	26
2022 Q1	–	Sell	-4,196	Closed	-$205K	–	29
2021 Q4	$205K	Buy	+4,196	New	+$198K	0.11%	26

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CLGM

Capitolis Liquid Global Markets New York $23B AUM 48.97% 1-Year Est. Return

Briaud Financial Planning's NOBL Position: Q3 2025 in Review

Briaud Financial Planning sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q3 2025, closing a stake of 3,582 shares — an estimated $180K sold.

Briaud Financial Planning first reported a position in NOBL in Q4 2021 and held it in 8 quarters. The position peaked at $205K in Q4 2021. 767 funds tracked by Wall St. Rank hold NOBL as of Q3 2025.

Briaud Financial Planning reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 3,582 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2025, an estimated $180K.
Briaud Financial Planning first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2021 and held it in 8 quarters.
Briaud Financial Planning's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $205K in Q4 2021.
767 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.