Clarus Wealth Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Clarus 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
2023 Q2	$297K	Hold	6,382	–	–	0.18%	99
2023 Q1	$289K	Sell	6,382 -222	-3%	-$10.1K	0.18%	98
2022 Q4	$304K	Buy	6,604 +1,308	+25%	+$58.1K	0.2%	100
2022 Q3	$215K	Buy	5,296 +368	+7%	+$16.3K	0.15%	103
2022 Q2	$212K	Sell	4,928 -162	-3%	-$7.37K	0.15%	93
2022 Q1	$244K	Buy	5,090 +34	+0.7%	+$1.59K	0.15%	92
2021 Q4	$248K	Buy	5,056 +502	+11%	+$23.7K	0.14%	89
2021 Q3	$204K	Buy	4,554 +148	+3%	+$6.83K	0.13%	99
2021 Q2	$203K	Buy	+4,406	New	+$200K	0.13%	95
2020 Q1	–	Sell	-8,232	Closed	-$310K	–	138
2019 Q4	$310K	Buy	8,232 +570	+7%	+$20.9K	0.2%	106
2019 Q3	$274K	Buy	7,662 +720	+10%	+$25.2K	0.2%	105
2019 Q2	$241K	Buy	6,942 +1,198	+21%	+$40.8K	0.17%	91
2019 Q1	$195K	Buy	5,744 +128	+2%	+$4.14K	0.15%	103
2018 Q4	$170K	Sell	5,616 -18	-0.3%	-$574	0.27%	100
2018 Q3	$188K	Buy	5,634 +86	+2%	+$2.82K	0.12%	138
2018 Q2	$173K	Buy	+5,548	New	+$173K	0.13%	130

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCWA

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

Clarus Wealth Advisors's NOBL Position: Q2 2023 in Review

Clarus Wealth Advisors held its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) position steady in Q2 2023 at 6,382 shares worth $297K. The position accounts for 0.18% of the portfolio, ranked #99.

Clarus Wealth Advisors first reported a position in NOBL in Q2 2018 and has held it in 16 quarters since. The position peaked at $310K in Q4 2019. 646 funds tracked by Wall St. Rank hold NOBL as of Q2 2023.

Clarus Wealth Advisors held 6,382 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $297K as of Q2 2023.
Clarus Wealth Advisors left its ProShares S&P 500 Dividend Aristocrats ETF share count unchanged in Q2 2023.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.18% of Clarus Wealth Advisors's portfolio in Q2 2023, its #99 holding.
Clarus Wealth Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2018 and has held it in 16 quarters since.
Clarus Wealth Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $310K in Q4 2019.
646 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.