Center for Financial Planning’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Center for Financial Planning’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
2023 Q1	–	Sell	-600	Closed	-$27K	–	552
2022 Q4	$27K	Hold	600	–	–	0.01%	271
2022 Q3	$24K	Hold	600	–	–	0.01%	281
2022 Q2	$26K	Hold	600	–	–	0.01%	274
2022 Q1	$28K	Hold	600	–	–	0.01%	282
2021 Q4	$29K	Buy	+600	New	+$28.3K	0.01%	285

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCWA

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

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

Center for Financial Planning's NOBL Position: Q1 2023 in Review

Center for Financial Planning sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q1 2023, closing a stake of 600 shares — an estimated $27K sold.

Center for Financial Planning first reported a position in NOBL in Q4 2021 and held it in 5 quarters. The position peaked at $29K in Q4 2021. 638 funds tracked by Wall St. Rank hold NOBL as of Q1 2023.

Center for Financial Planning reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q1 2023 after selling out during the quarter.
Center for Financial Planning sold 600 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2023, an estimated $27K.
Center for Financial Planning first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2021 and held it in 5 quarters.
Center for Financial Planning's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $29K in Q4 2021.
638 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2023.

Based on Center for Financial Planning's 13F filing for Q1 2023, filed 2 May 2023.