Fortitude Family Office’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Fortitude Family Office’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
2024 Q3	–	Sell	-6	Closed	-$288	–	1253
2024 Q2	$288	Hold	6	–	–	﹤0.01%	929
2024 Q1	$304	Hold	6	–	–	﹤0.01%	942
2023 Q4	$286	Buy	+6	New	+$269	﹤0.01%	986

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

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

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

RJFSA

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

CCWA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fortitude Family Office's NOBL Position: Q3 2024 in Review

Fortitude Family Office sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q3 2024, closing a stake of 6 shares — an estimated $288 sold.

Fortitude Family Office first reported a position in NOBL in Q4 2023 and held it in 3 quarters. The position peaked at $304 in Q1 2024. 744 funds tracked by Wall St. Rank hold NOBL as of Q3 2024.

Fortitude Family Office reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q3 2024 after selling out during the quarter.
Fortitude Family Office sold 6 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2024, an estimated $288.
Fortitude Family Office first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2023 and held it in 3 quarters.
Fortitude Family Office's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $304 in Q1 2024.
744 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2024.

Based on Fortitude Family Office's 13F filing for Q3 2024, filed 25 Oct 2024.