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

Echo 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 Q4	–	Sell	-4,000	Closed	-$211K	–	49
2024 Q3	$211K	Sell	4,000 -3,280	-45%	-$167K	0.15%	48
2024 Q2	$350K	Hold	7,280	–	–	0.26%	33
2024 Q1	$369K	Hold	7,280	–	–	0.31%	32
2023 Q4	$346K	Hold	7,280	–	–	0.32%	31
2023 Q3	$322K	Hold	7,280	–	–	0.35%	31
2023 Q2	$345K	Hold	7,280	–	–	0.37%	33
2023 Q1	$332K	Hold	7,280	–	–	0.37%	35
2022 Q4	$340K	Hold	7,280	–	–	0.36%	34
2022 Q3	$309K	Hold	7,280	–	–	0.41%	32
2022 Q2	$316K	Hold	7,280	–	–	0.42%	35
2022 Q1	$347K	Hold	7,280	–	–	0.41%	38
2021 Q4	$354K	Hold	7,280	–	–	0.4%	40
2021 Q3	$329K	Hold	7,280	–	–	0.39%	37
2021 Q2	$329K	Sell	7,280 -352	-5%	-$15.9K	0.42%	40
2021 Q1	$329K	Sell	7,632 -2,308	-23%	-$94.9K	0.41%	43
2020 Q4	$397K	Buy	+9,940	New	+$383K	0.52%	34

Other funds holding NOBL

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

CCWA

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

Echo Wealth Management's NOBL Position: Q4 2024 in Review

Echo Wealth Management sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2024, closing a stake of 4,000 shares — an estimated $211K sold.

Echo Wealth Management first reported a position in NOBL in Q4 2020 and held it in 16 quarters. The position peaked at $397K in Q4 2020. 795 funds tracked by Wall St. Rank hold NOBL as of Q4 2024.

Echo Wealth Management reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2024 after selling out during the quarter.
Echo Wealth Management sold 4,000 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2024, an estimated $211K.
Echo Wealth Management first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2020 and held it in 16 quarters.
Echo Wealth Management's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $397K in Q4 2020.
795 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2024.

Based on Echo Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.