Concurrent Investment Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Concurrent Investment 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	$3.8M	Buy	67,623 +32,011	+90%	+$1.73M	0.03%	518
2026 Q1	$1.89M	Buy	35,612 +424	+1%	+$23.2K	0.02%	636
2025 Q4	$1.83M	Buy	35,188 +2,100	+6%	+$109K	0.02%	605
2025 Q3	$1.71M	Sell	33,088 -9,364	-22%	-$484K	0.03%	505
2025 Q2	$2.14M	Buy	42,452 +14,268	+51%	+$705K	0.04%	414
2025 Q1	$1.44M	Buy	28,184 +4,152	+17%	+$211K	0.03%	443
2024 Q4	$1.2M	Buy	24,032 +1,118	+5%	+$58.8K	0.03%	445
2024 Q3	$1.22M	Buy	22,914 +1,170	+5%	+$59.4K	0.04%	422
2024 Q2	$1.05M	Sell	21,744 -82	-0.4%	-$4.01K	0.03%	421
2024 Q1	$1.11M	Buy	21,826 +9,798	+81%	+$472K	0.04%	356
2023 Q4	$572K	Buy	+12,028	New	+$539K	0.03%	471

Other funds holding NOBL

CCWA

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Concurrent Investment Advisors's NOBL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 90% in Q2 2026, buying an estimated $1.73M and bringing the position to 67,623 shares worth $3.8M. The position accounts for 0.03% of the portfolio, ranked #518.

Concurrent Investment Advisors first reported a position in NOBL in Q4 2023 and has held it in 11 quarters since. 414 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

Concurrent Investment Advisors held 67,623 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $3.8M as of Q2 2026.
Concurrent Investment Advisors bought 32,011 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $1.73M.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #518 holding.
Concurrent Investment Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2023 and has held it in 11 quarters since.
414 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.