Drive Wealth Management’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Drive Wealth Management’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
2024 Q2	–	Sell	-4,706	Closed	-$239K	–	333
2024 Q1	$239K	Hold	4,706	–	–	0.07%	255
2023 Q4	$224K	Hold	4,706	–	–	0.07%	253
2023 Q3	$208K	Hold	4,706	–	–	0.08%	240
2023 Q2	$222K	Sell	4,706 -550	-10%	-$25.2K	0.08%	230
2023 Q1	$240K	Hold	5,256	–	–	0.1%	220
2022 Q4	$236K	Buy	+5,256	New	+$234K	0.12%	193

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

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

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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

CCWA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Drive Wealth Management's NOBL Position: Q2 2024 in Review

Drive Wealth Management sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q2 2024, closing a stake of 4,706 shares — an estimated $239K sold.

Drive Wealth Management first reported a position in NOBL in Q4 2022 and held it in 6 quarters. The position peaked at $240K in Q1 2023. 718 funds tracked by Wall St. Rank hold NOBL as of Q2 2024.

Drive Wealth Management reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q2 2024 after selling out during the quarter.
Drive Wealth Management sold 4,706 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2024, an estimated $239K.
Drive Wealth Management first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2022 and held it in 6 quarters.
Drive Wealth Management's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $240K in Q1 2023.
718 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2024.

Based on Drive Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.