BFC Planning, Inc.’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

BFC Planning, Inc.’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	$8.4M	Sell	149,521 -7,377	-5%	-$399K	0.34%	55
2026 Q1	$8.32M	Buy	156,898 +34	+0%	+$1.86K	0.37%	46
2025 Q4	$8.16M	Buy	156,864 +12,542	+9%	+$648K	0.36%	55
2025 Q3	$7.44M	Sell	144,322 -128	-0.1%	-$6.62K	0.54%	36
2025 Q2	$7.27M	Buy	144,450 +384	+0.3%	+$19K	0.57%	33
2025 Q1	$7.36M	Buy	144,066 +506	+0.4%	+$25.7K	0.65%	24
2024 Q4	$7.15M	Buy	+143,560	New	+$7.55M	0.59%	29

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

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

BFC Planning, Inc.'s NOBL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 4.7% in Q2 2026, selling an estimated $399K and leaving 149,521 shares worth $8.4M. The position accounts for 0.34% of the portfolio, ranked #55.

BFC Planning, Inc. first reported a position in NOBL in Q4 2024 and has held it in 7 quarters since. 844 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

BFC Planning, Inc. held 149,521 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $8.4M as of Q2 2026.
BFC Planning, Inc. sold 7,377 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $399K.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.34% of BFC Planning, Inc.'s portfolio in Q2 2026, its #55 holding.
BFC Planning, Inc. first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2024 and has held it in 7 quarters since.
844 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.