Crestwood Advisors Group’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Crestwood Advisors Group’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	$220K	Sell	3,912 -498	-11%	-$27K	﹤0.01%	808
2026 Q1	$234K	Buy	4,410 +4	+0.1%	+$219	﹤0.01%	682
2025 Q4	$229K	Buy	4,406 +4	+0.1%	+$207	﹤0.01%	618
2025 Q3	$227K	Hold	4,402	–	–	﹤0.01%	527
2025 Q2	$222K	Sell	4,402 -188	-4%	-$9.29K	﹤0.01%	501
2025 Q1	$234K	Sell	4,590 -190	-4%	-$9.65K	﹤0.01%	466
2024 Q4	$238K	Buy	+4,780	New	+$251K	﹤0.01%	424

Other funds holding NOBL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Crestwood Advisors Group's NOBL Position: Q2 2026 in Review

Crestwood Advisors Group reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 11% in Q2 2026, selling an estimated $27K and leaving 3,912 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Crestwood Advisors Group first reported a position in NOBL in Q4 2024 and has held it in 7 quarters since. The position peaked at $238K in Q4 2024. 839 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

Crestwood Advisors Group held 3,912 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $220K as of Q2 2026.
Crestwood Advisors Group sold 498 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $27K.
ProShares S&P 500 Dividend Aristocrats ETF made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #808 holding.
Crestwood Advisors Group first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2024 and has held it in 7 quarters since.
Crestwood Advisors Group's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $238K in Q4 2024.
839 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.