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SUCCESSION FINANCIAL, INC.’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

SUCCESSION FINANCIAL, INC.’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 		$1.12M Buy
+19,980
New +$1.08M 1.07% 13

Other funds holding NOBL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s NOBL Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q2 2026: 19,980 shares worth $1.12M. The stake represents 1.07% of the portfolio and ranks #13 among its holdings.

568 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

  • SUCCESSION FINANCIAL, INC. held 19,980 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $1.12M as of Q2 2026.
  • ProShares S&P 500 Dividend Aristocrats ETF was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 1.07% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #13 holding.
  • 568 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.