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 Q2	$702K	Buy	12,506 +342	+3%	+$18.5K	0.41%	47
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCWA

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

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

CFC Planning Company's NOBL Position: Q2 2026 in Review

CFC Planning Company increased its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 2.8% in Q2 2026, buying an estimated $18.5K and bringing the position to 12,506 shares worth $702K. The position accounts for 0.41% of the portfolio, ranked #47.

CFC Planning Company first reported a position in NOBL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.7M in Q4 2024. 841 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

CFC Planning Company held 12,506 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $702K as of Q2 2026.
CFC Planning Company bought 342 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $18.5K.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.41% of CFC Planning Company's portfolio in Q2 2026, its #47 holding.
CFC Planning Company first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2024 and has held it in 7 quarters since.
CFC Planning Company's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $2.7M in Q4 2024.
841 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.