BFP
NOBL icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $15.7B AUM 30.78% 1-Year Est. Return