EP Wealth Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

EP Wealth 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	$1.67M	Sell	29,735 -327	-1%	-$17.7K	0.01%	621
2026 Q1	$1.59M	Sell	30,062 -1,786	-6%	-$97.9K	0.01%	530
2025 Q4	$1.66M	Buy	+31,848	New	+$1.65M	0.01%	487
2025 Q2	$1.75M	Buy	34,730 +1,064	+3%	+$52.6K	0.01%	442
2025 Q1	$1.72M	Sell	33,666 -2,524	-7%	-$128K	0.01%	392
2024 Q4	$1.8M	Buy	36,190 +954	+3%	+$50.2K	0.01%	376
2024 Q3	$1.88M	Sell	35,236 -1,290	-4%	-$65.5K	0.02%	370
2024 Q2	$1.76M	Sell	36,526 -6,208	-15%	-$304K	0.02%	300
2024 Q1	$2.17M	Sell	42,734 -9,482	-18%	-$457K	0.03%	248
2023 Q4	$2.49M	Buy	52,216 +48,724	+1,395%	+$2.18M	0.03%	231
2023 Q3	$155K	Buy	+3,492	New	+$164K	﹤0.01%	694
2023 Q2	–	Sell	-2,152,000	Closed	–	–	707
2023 Q1	$0	Buy	+2,152,000	New	+$97.9M	﹤0.01%	680

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

EP Wealth Advisors's NOBL Position: Q2 2026 in Review

EP Wealth Advisors reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 1.1% in Q2 2026, selling an estimated $17.7K and leaving 29,735 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #621.

EP Wealth Advisors first reported a position in NOBL in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.49M in Q4 2023. 839 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

EP Wealth Advisors held 29,735 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $1.67M as of Q2 2026.
EP Wealth Advisors sold 327 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $17.7K.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #621 holding.
EP Wealth Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2023 and has held it in 12 quarters since.
EP Wealth Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $2.49M in Q4 2023.
839 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.