Capstone Wealth Management Group (Oregon)’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Capstone Wealth Management Group (Oregon)’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 Q1	$226K	Buy	4,262 +6	+0.1%	+$329	0.14%	113
2025 Q4	$221K	Buy	4,256 +8	+0.2%	+$414	0.13%	117
2025 Q3	$219K	Buy	4,248 +12	+0.3%	+$621	0.14%	113
2025 Q2	$213K	Hold	4,236	–	–	0.16%	98
2025 Q1	$216K	Sell	4,236 -194	-4%	-$9.85K	0.17%	88
2024 Q4	$221K	Buy	+4,430	New	+$233K	0.17%	95

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s NOBL Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) increased its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 0.14% in Q1 2026, buying an estimated $329 and bringing the position to 4,262 shares worth $226K. The position accounts for 0.14% of the portfolio, ranked #113.

Capstone Wealth Management Group (Oregon) first reported a position in NOBL in Q4 2024 and has held it in 6 quarters since. 817 funds tracked by Wall St. Rank hold NOBL as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 4,262 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $226K as of Q1 2026.
Capstone Wealth Management Group (Oregon) bought 6 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2026, an estimated $329.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.14% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #113 holding.
Capstone Wealth Management Group (Oregon) first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2024 and has held it in 6 quarters since.
817 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.