EWA
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $6.83B AUM 12.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return