CAWM
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Capital Advisors Wealth Management’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Capital Advisors Wealth 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
2026
Q2 		$292K Buy
5,198
+320
+7% +$17.3K 0.03% 193
2026
Q1 		$259K Sell
4,878
-856
-15% -$46.9K 0.03% 186
2025
Q4 		$298K Buy
5,734
+434
+8% +$22.4K 0.04% 171
2025
Q3 		$273K Sell
5,300
-9,692
-65% -$501K 0.04% 180
2025
Q2 		$755K Buy
14,992
+2,258
+18% +$112K 0.12% 92
2025
Q1 		$651K Buy
12,734
+340
+3% +$17.3K 0.11% 90
2024
Q4 		$617K Sell
12,394
-644
-5% -$33.9K 0.11% 86
2024
Q3 		$696K Sell
13,038
-264
-2% -$13.4K 0.13% 79
2024
Q2 		$639K Sell
13,302
-228
-2% -$11.2K 0.13% 75
2024
Q1 		$686K Sell
13,530
-6,022
-31% -$290K 0.14% 71
2023
Q4 		$931K Sell
19,552
-11,692
-37% -$524K 0.21% 60
2023
Q3 		$1.38M Sell
31,244
-46,114
-60% -$2.16M 0.36% 46
2023
Q2 		$3.65M Buy
77,358
+1,092
+1% +$50K 0.93% 27
2023
Q1 		$3.48M Buy
76,266
+7,582
+11% +$345K 0.96% 30
2022
Q4 		$3.09M Buy
68,684
+13,938
+25% +$619K 0.94% 26
2022
Q3 		$2.19M Buy
54,746
+17,886
+49% +$791K 0.73% 32
2022
Q2 		$1.57M Buy
36,860
+11,570
+46% +$527K 0.51% 35
2022
Q1 		$1.2M Buy
25,290
+7,538
+42% +$354K 0.37% 46
2021
Q4 		$871K Buy
17,752
+5,364
+43% +$253K 0.26% 51
2021
Q3 		$548K Buy
+12,388
New +$572K 0.19% 60

Other funds holding NOBL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Capital Advisors Wealth Management's NOBL Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 6.6% in Q2 2026, buying an estimated $17.3K and bringing the position to 5,198 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #193.

Capital Advisors Wealth Management first reported a position in NOBL in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.65M in Q2 2023. 838 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

  • Capital Advisors Wealth Management held 5,198 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $292K as of Q2 2026.
  • Capital Advisors Wealth Management bought 320 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $17.3K.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Capital Advisors Wealth Management first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2021 and has held it in 20 quarters since.
  • Capital Advisors Wealth Management's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $3.65M in Q2 2023.
  • 838 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.