CFC Planning Company’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

CFC Planning Company’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	$645K	Sell	12,164 -2,560	-17%	-$140K	0.46%	48
2025 Q4	$766K	Buy	14,724 +3,278	+29%	+$169K	0.58%	45
2025 Q3	$590K	Buy	11,446 +610	+6%	+$31.6K	0.48%	43
2025 Q2	$546K	Buy	10,836 +1,192	+12%	+$58.9K	0.52%	43
2025 Q1	$493K	Sell	9,644 -44,592	-82%	-$2.26M	0.53%	43
2024 Q4	$2.7M	Buy	+54,236	New	+$2.85M	2.89%	8

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

CFC Planning Company's NOBL Position: Q1 2026 in Review

CFC Planning Company reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 17% in Q1 2026, selling an estimated $140K and leaving 12,164 shares worth $645K. The position accounts for 0.46% of the portfolio, ranked #48.

CFC Planning Company first reported a position in NOBL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.7M in Q4 2024. 818 funds tracked by Wall St. Rank hold NOBL as of Q1 2026.

CFC Planning Company held 12,164 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $645K as of Q1 2026.
CFC Planning Company sold 2,560 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2026, an estimated $140K.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.46% of CFC Planning Company's portfolio in Q1 2026, its #48 holding.
CFC Planning Company first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2024 and has held it in 6 quarters since.
CFC Planning Company's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $2.7M in Q4 2024.
818 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.