Evergreen Wealth Solutions’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Evergreen Wealth Solutions’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	$328K	Sell	5,606 -86	-2%	-$4.65K	0.02%	404
2026 Q1	$302K	Buy	5,692 +1,280	+29%	+$70.2K	0.02%	330
2025 Q4	$230K	Buy	+4,412	New	+$228K	0.03%	197

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

Evergreen Wealth Solutions's NOBL Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 1.5% in Q2 2026, selling an estimated $4.65K and leaving 5,606 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #404.

Evergreen Wealth Solutions first reported a position in NOBL in Q4 2025 and has held it in 3 quarters since. 839 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

Evergreen Wealth Solutions held 5,606 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $328K as of Q2 2026.
Evergreen Wealth Solutions sold 86 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $4.65K.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #404 holding.
Evergreen Wealth Solutions first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2025 and has held it in 3 quarters since.
839 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.