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Castle Financial & Retirement Planning Associates’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$10K Buy
+206
New +$9.72K 0.03% 105

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's NOBL Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2021: 206 shares worth $10K. The stake represents 0.03% of the portfolio and ranks #105 among its holdings.

520 funds tracked by Wall St. Rank hold NOBL as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 206 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $10K as of Q4 2021.
  • ProShares S&P 500 Dividend Aristocrats ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 0.03% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #105 holding.
  • 520 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.