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Foundations Investment Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Foundations Investment 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 		$532K Sell
10,040
-144,722
-94% -$7.93M 0.01% 699
2025
Q4 		$8.05M Buy
154,762
+24,906
+19% +$1.29M 0.11% 168
2025
Q3 		$6.69M Buy
129,856
+9,130
+8% +$472K 0.1% 169
2025
Q2 		$6.08M Buy
120,726
+12,362
+11% +$611K 0.1% 176
2025
Q1 		$5.54M Buy
108,364
+8,448
+8% +$429K 0.1% 193
2024
Q4 		$4.97M Buy
99,916
+11,814
+13% +$621K 0.1% 191
2024
Q3 		$4.7M Buy
88,102
+44,758
+103% +$2.27M 0.1% 176
2024
Q2 		$2.08M Buy
43,344
+16,110
+59% +$789K 0.05% 230
2024
Q1 		$1.38M Buy
27,234
+20,494
+304% +$987K 0.04% 274
2023
Q4 		$322K Buy
6,740
+1,320
+24% +$59.2K 0.01% 531
2023
Q3 		$240K Buy
+5,420
New +$254K 0.01% 565
2023
Q2 		– Sell
-4,622
Closed -$211K – 603
2023
Q1 		$211K Buy
+4,622
New +$210K 0.01% 471

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