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Cherry Tree Wealth Management’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Cherry Tree Wealth Management’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 		$217K Sell
4,086
-426
-9% -$23.4K 0.05% 155
2025
Q4 		$235K Hold
4,512
– – 0.05% 149
2025
Q3 		$233K Sell
4,512
-310
-6% -$16K 0.05% 150
2025
Q2 		$243K Buy
4,822
+82
+2% +$4.05K 0.06% 147
2025
Q1 		$242K Buy
4,740
+1,084
+30% +$55K 0.06% 147
2024
Q4 		$182K Buy
3,656
+58
+2% +$3.05K 0.05% 164
2024
Q3 		$192K Hold
3,598
– – 0.05% 163
2024
Q2 		$173K Hold
3,598
– – 0.04% 164
2024
Q1 		$182K Buy
3,598
+514
+17% +$24.8K 0.05% 164
2023
Q4 		$147K Hold
3,084
– – 0.04% 167
2023
Q3 		$137K Buy
3,084
+882
+40% +$41.4K 0.04% 163
2023
Q2 		$104K Buy
+2,202
New +$101K 0.03% 184

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return