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

Focused 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
2020
Q1 		– Sell
-652
Closed -$25K – 752
2019
Q4 		$25K Buy
652
+102
+19% +$3.74K 0.01% 374
2019
Q3 		$20K Buy
+550
New +$19.3K 0.01% 392

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Focused Wealth Management's NOBL Position: Q1 2020 in Review

Focused Wealth Management sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q1 2020, closing a stake of 652 shares — an estimated $25K sold.

Focused Wealth Management first reported a position in NOBL in Q3 2019 and held it in 2 quarters. The position peaked at $25K in Q4 2019. 347 funds tracked by Wall St. Rank hold NOBL as of Q1 2020.

  • Focused Wealth Management reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q1 2020 after selling out during the quarter.
  • Focused Wealth Management sold 652 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2020, an estimated $25K.
  • Focused Wealth Management first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2019 and held it in 2 quarters.
  • Focused Wealth Management's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $25K in Q4 2019.
  • 347 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2020.

Based on Focused Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.