Crown Wealth Group’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Crown Wealth 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
2023 Q4	–	Sell	-6,250	Closed	-$277K	–	103
2023 Q3	$277K	Buy	6,250 +4	+0.1%	+$188	0.21%	55
2023 Q2	$294K	Sell	6,246 -2,656	-30%	-$122K	0.23%	49
2023 Q1	$406K	Buy	+8,902	New	+$405K	0.34%	40
2022 Q1	–	Sell	-16,170	Closed	-$794K	–	118
2021 Q4	$794K	Buy	+16,170	New	+$763K	0.74%	26

Other funds holding NOBL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

CCWA

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

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

Crown Wealth Group's NOBL Position: Q4 2023 in Review

Crown Wealth Group sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2023, closing a stake of 6,250 shares — an estimated $277K sold.

Crown Wealth Group first reported a position in NOBL in Q4 2021 and held it in 4 quarters. The position peaked at $794K in Q4 2021. 710 funds tracked by Wall St. Rank hold NOBL as of Q4 2023.

Crown Wealth Group reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2023 after selling out during the quarter.
Crown Wealth Group sold 6,250 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2023, an estimated $277K.
Crown Wealth Group first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2021 and held it in 4 quarters.
Crown Wealth Group's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $794K in Q4 2021.
710 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2023.

Based on Crown Wealth Group's 13F filing for Q4 2023, filed 23 Jan 2024.