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Burling Wealth Partners’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Burling Wealth Partners’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
-5,216
Closed -$263K – 184
2025
Q2 		$263K Buy
+5,216
New +$258K 0.05% 157

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

Burling Wealth Partners's NOBL Position: Q3 2025 in Review

Burling Wealth Partners sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q3 2025, closing a stake of 5,216 shares — an estimated $263K sold.

Burling Wealth Partners first reported a position in NOBL in Q2 2025 and held it in 1 quarter. The position peaked at $263K in Q2 2025. 764 funds tracked by Wall St. Rank hold NOBL as of Q3 2025.

  • Burling Wealth Partners reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q3 2025 after selling out during the quarter.
  • Burling Wealth Partners sold 5,216 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2025, an estimated $263K.
  • Burling Wealth Partners first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2025 and held it in 1 quarter.
  • Burling Wealth Partners's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $263K in Q2 2025.
  • 764 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2025.

Based on Burling Wealth Partners's 13F filing for Q3 2025, filed 7 Nov 2025.