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 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

CCWA

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

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

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

Cherry Tree Wealth Management's NOBL Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 9.4% in Q1 2026, selling an estimated $23.4K and leaving 4,086 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #155.

Cherry Tree Wealth Management first reported a position in NOBL in Q2 2023 and has held it in 12 quarters since. The position peaked at $243K in Q2 2025. 823 funds tracked by Wall St. Rank hold NOBL as of Q1 2026.

Cherry Tree Wealth Management held 4,086 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $217K as of Q1 2026.
Cherry Tree Wealth Management sold 426 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2026, an estimated $23.4K.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.05% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #155 holding.
Cherry Tree Wealth Management first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $243K in Q2 2025.
823 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.