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CLA (CliftonLarsonAllen) Wealth Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$151M Sell
2,687,604
-48,230
-2% -$2.61M 1.98% 10
2026
Q1 		$145M Buy
2,735,834
+102,128
+4% +$5.6M 2.12% 10
2025
Q4 		$137M Buy
2,633,706
+17,860
+0.7% +$923K 2.07% 11
2025
Q3 		$135M Buy
2,615,846
+30,866
+1% +$1.6M 2.13% 11
2025
Q2 		$130M Buy
2,584,980
+49,318
+2% +$2.44M 2.18% 10
2025
Q1 		$130M Buy
2,535,662
+58,872
+2% +$2.99M 2.42% 8
2024
Q4 		$123M Buy
2,476,790
+19,456
+0.8% +$1.02M 2.39% 10
2024
Q3 		$131M Buy
2,457,334
+15,596
+0.6% +$792K 3.02% 8
2024
Q2 		$117M Buy
2,441,738
+58,104
+2% +$2.84M 2.52% 11
2024
Q1 		$121M Buy
2,383,634
+5,122
+0.2% +$247K 2.75% 10
2023
Q4 		$113M Buy
2,378,512
+10,668
+0.5% +$478K 2.82% 13
2023
Q3 		$105M Buy
2,367,844
+46,058
+2% +$2.16M 2.93% 11
2023
Q2 		$109M Buy
2,321,786
+28,178
+1% +$1.29M 3.07% 10
2023
Q1 		$105M Buy
2,293,608
+112,326
+5% +$5.11M 3.09% 7
2022
Q4 		$98.1M Buy
2,181,282
+151,772
+7% +$6.75M 3.65% 6
2022
Q3 		$81.1M Buy
2,029,510
+128,304
+7% +$5.67M 10.02% 3
2022
Q2 		$81.1M Buy
1,901,206
+246,684
+15% +$11.2M 3.37% 9
2022
Q1 		$78.5M Buy
1,654,522
+109,386
+7% +$5.13M 2.8% 10
2021
Q4 		$75.9M Buy
1,545,136
+54,956
+4% +$2.59M 2.77% 12
2021
Q3 		$66M Buy
1,490,180
+96,946
+7% +$4.48M 2.58% 11
2021
Q2 		$63.1M Buy
1,393,234
+38,518
+3% +$1.74M 2.59% 11
2021
Q1 		$58.4M Buy
1,354,716
+29,132
+2% +$1.2M 2.76% 12
2020
Q4 		$52.9M Buy
1,325,584
+88,596
+7% +$3.41M 2.6% 10
2020
Q3 		$44.6M Sell
1,236,988
-74,298
-6% -$2.67M 2.52% 10
2020
Q2 		$44.2M Buy
+1,311,286
New +$42.2M 2.69% 9
2019
Q4 		$32.9M Buy
870,904
+222,854
+34% +$8.17M 2.61% 10
2019
Q3 		$23.2M Buy
648,050
+128,758
+25% +$4.51M 2.03% 13
2019
Q2 		$18M Buy
519,292
+258,578
+99% +$8.8M 1.81% 16
2019
Q1 		$8.84M Buy
260,714
+165,982
+175% +$5.37M 0.97% 23
2018
Q4 		$2.87M Buy
+94,732
New +$3.02M 0.29% 52

Other funds holding NOBL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's NOBL Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 1.8% in Q2 2026, selling an estimated $2.61M and leaving 2,687,604 shares worth $151M. The position accounts for 1.98% of the portfolio, ranked #10.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NOBL in Q4 2018 and has held it in 30 quarters since. 838 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 2,687,604 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $151M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 48,230 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $2.61M.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 1.98% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2018 and has held it in 30 quarters since.
  • 838 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.