Buckingham Strategic Wealth’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Buckingham Strategic Wealth’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	$264K	Hold	5,492	–	–	﹤0.01%	634
2024 Q1	$278K	Sell	5,492 -482	-8%	-$23.2K	﹤0.01%	607
2023 Q4	$284K	Buy	5,974 +16	+0.3%	+$717	﹤0.01%	580
2023 Q3	$264K	Sell	5,958 -1,126	-16%	-$52.9K	﹤0.01%	558
2023 Q2	$334K	Buy	7,084 +1,510	+27%	+$69.1K	﹤0.01%	510
2023 Q1	$251K	Hold	5,574	–	–	﹤0.01%	516
2022 Q4	$251K	Buy	+5,574	New	+$248K	﹤0.01%	518

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 $377B AUM 19.32% 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 $71.6B AUM 21.08% 1-Year Est. Return

Buckingham Strategic Wealth's NOBL Position: Q2 2024 in Review

Buckingham Strategic Wealth held its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) position steady in Q2 2024 at 5,492 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Buckingham Strategic Wealth first reported a position in NOBL in Q4 2022 and has held it in 7 quarters since. The position peaked at $334K in Q2 2023. 718 funds tracked by Wall St. Rank hold NOBL as of Q2 2024.

Buckingham Strategic Wealth held 5,492 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $264K as of Q2 2024.
Buckingham Strategic Wealth left its ProShares S&P 500 Dividend Aristocrats ETF share count unchanged in Q2 2024.
ProShares S&P 500 Dividend Aristocrats ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #634 holding.
Buckingham Strategic Wealth first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2022 and has held it in 7 quarters since.
Buckingham Strategic Wealth's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $334K in Q2 2023.
718 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.