Ford Financial Group’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Ford Financial Group’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
2023 Q1	–	Sell	-6,868	Closed	-$309K	–	67
2022 Q4	$309K	Buy	6,868 +124	+2%	+$5.51K	0.12%	91
2022 Q3	$269K	Sell	6,744 -290	-4%	-$12.8K	0.11%	96
2022 Q2	$300K	Buy	+7,034	New	+$320K	0.12%	90
2022 Q1	–	Sell	-2,920	Closed	-$143	–	364
2021 Q4	$143	Buy	+2,920	New	+$138K	0.03%	127
2021 Q3	–	Sell	-2,918	Closed	-$132K	–	388
2021 Q2	$132K	Buy	+2,918	New	+$132K	0.05%	135

Other funds holding NOBL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

Ford Financial Group's NOBL Position: Q1 2023 in Review

Ford Financial Group sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q1 2023, closing a stake of 6,868 shares — an estimated $309K sold.

Ford Financial Group first reported a position in NOBL in Q2 2021 and held it in 5 quarters. The position peaked at $309K in Q4 2022. 638 funds tracked by Wall St. Rank hold NOBL as of Q1 2023.

Ford Financial Group reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 6,868 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2023, an estimated $309K.
Ford Financial Group first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2021 and held it in 5 quarters.
Ford Financial Group's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $309K in Q4 2022.
638 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.