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 Q2	$548K	Sell	9,757 -283	-3%	-$15.3K	0.01%	752
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 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

Foundations Investment Advisors's NOBL Position: Q2 2026 in Review

Foundations Investment Advisors reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 2.8% in Q2 2026, selling an estimated $15.3K and leaving 9,757 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #752.

Foundations Investment Advisors first reported a position in NOBL in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.05M in Q4 2025. 838 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

Foundations Investment Advisors held 9,757 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $548K as of Q2 2026.
Foundations Investment Advisors sold 283 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $15.3K.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #752 holding.
Foundations Investment Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2023 and has held it in 13 quarters since.
Foundations Investment Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $8.05M in Q4 2025.
838 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.