CFA
NOBL icon

Capstone Financial Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Capstone Financial Advisors’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
Q4 		– Sell
-3,880
Closed -$207K – 162
2024
Q3 		$207K Buy
+3,880
New +$197K 0.01% 136

Other funds holding NOBL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
UBS Group
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
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

Capstone Financial Advisors's NOBL Position: Q4 2024 in Review

Capstone Financial Advisors sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2024, closing a stake of 3,880 shares — an estimated $207K sold.

Capstone Financial Advisors first reported a position in NOBL in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 795 funds tracked by Wall St. Rank hold NOBL as of Q4 2024.

  • Capstone Financial Advisors reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2024 after selling out during the quarter.
  • Capstone Financial Advisors sold 3,880 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2024, an estimated $207K.
  • Capstone Financial Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2024 and held it in 1 quarter.
  • Capstone Financial Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $207K in Q3 2024.
  • 795 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2024.

Based on Capstone Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.