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Clear Point Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-622
Closed -$33.3K – 388
2024
Q3 		$33.3K Buy
622
+300
+93% +$15.2K 0.03% 235
2024
Q2 		$15.4K Hold
322
– – 0.01% 291
2024
Q1 		$16.3K Buy
322
+2
+0.6% +$96 0.01% 291
2023
Q4 		$15.2K Buy
+320
New +$14.3K 0.01% 287

Other funds holding NOBL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Clear Point Advisors's NOBL Position: Q4 2024 in Review

Clear Point Advisors sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2024, closing a stake of 622 shares — an estimated $33.3K sold.

Clear Point Advisors first reported a position in NOBL in Q4 2023 and held it in 4 quarters. The position peaked at $33.3K in Q3 2024. 795 funds tracked by Wall St. Rank hold NOBL as of Q4 2024.

  • Clear Point Advisors reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 622 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2024, an estimated $33.3K.
  • Clear Point Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $33.3K in Q3 2024.
  • 795 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.