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 Q3	$1.42M	Sell	26,332 -3,403	-11%	-$194K	0.01%	594
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 $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

EP Wealth Advisors's NOBL Position: Q3 2026 in Review

EP Wealth Advisors reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 11% in Q3 2026, selling an estimated $194K and leaving 26,332 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #594.

EP Wealth Advisors first reported a position in NOBL in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.49M in Q4 2023. 740 funds tracked by Wall St. Rank hold NOBL as of Q3 2026.

EP Wealth Advisors held 26,332 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $1.42M as of Q3 2026.
EP Wealth Advisors sold 3,403 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2026, an estimated $194K.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #594 holding.
EP Wealth Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2023 and has held it in 13 quarters since.
EP Wealth Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $2.49M in Q4 2023.
740 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.