CCW
NOBL icon

Coastline Complete Wealth’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Coastline Complete Wealth’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 		$2.66M Sell
50,136
-40,302
-45% -$2.21M 1.65% 17
2025
Q4 		$4.71M Buy
+90,438
New +$4.67M 2.96% 9

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

Coastline Complete Wealth's NOBL Position: Q1 2026 in Review

Coastline Complete Wealth reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 45% in Q1 2026, selling an estimated $2.21M and leaving 50,136 shares worth $2.66M. The position accounts for 1.65% of the portfolio, ranked #17.

Coastline Complete Wealth first reported a position in NOBL in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.71M in Q4 2025. 822 funds tracked by Wall St. Rank hold NOBL as of Q1 2026.

  • Coastline Complete Wealth held 50,136 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $2.66M as of Q1 2026.
  • Coastline Complete Wealth sold 40,302 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2026, an estimated $2.21M.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 1.65% of Coastline Complete Wealth's portfolio in Q1 2026, its #17 holding.
  • Coastline Complete Wealth first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2025 and has held it in 2 quarters since.
  • Coastline Complete Wealth's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $4.71M in Q4 2025.
  • 822 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.