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

Goldstone 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
2026 Q2	$3.7M	Sell	65,897 -68,223	-51%	-$3.69M	0.34%	61
2026 Q1	$7.11M	Buy	134,120 +892	+0.7%	+$48.9K	0.77%	40
2025 Q4	$6.93M	Buy	133,228 +4,178	+3%	+$216K	0.77%	38
2025 Q3	$6.65M	Buy	129,050 +6,740	+6%	+$349K	0.79%	37
2025 Q2	$6.29M	Buy	122,310 +7,572	+7%	+$374K	0.83%	36
2025 Q1	$5.86M	Buy	114,738 +1,720	+2%	+$87.3K	0.89%	33
2024 Q4	$5.63M	Buy	113,018 +3,008	+3%	+$158K	0.88%	34
2024 Q3	$5.87M	Buy	110,010 +8,528	+8%	+$433K	1.02%	29
2024 Q2	$4.88M	Buy	101,482 +23,178	+30%	+$1.13M	0.98%	27
2024 Q1	$3.97M	Buy	78,304 +6,036	+8%	+$291K	0.91%	29
2023 Q4	$3.44M	Sell	72,268 -9,330	-11%	-$418K	0.89%	30
2023 Q3	$3.61M	Buy	81,598 +12,946	+19%	+$608K	1.07%	25
2023 Q2	$3.24M	Buy	68,652 +23,726	+53%	+$1.09M	0.95%	27
2023 Q1	$2.05M	Buy	+44,926	New	+$2.04M	0.68%	30

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

Goldstone Financial Group's NOBL Position: Q2 2026 in Review

Goldstone Financial Group reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 51% in Q2 2026, selling an estimated $3.69M and leaving 65,897 shares worth $3.7M. The position accounts for 0.34% of the portfolio, ranked #61.

Goldstone Financial Group first reported a position in NOBL in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.11M in Q1 2026. 841 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

Goldstone Financial Group held 65,897 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $3.7M as of Q2 2026.
Goldstone Financial Group sold 68,223 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $3.69M.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.34% of Goldstone Financial Group's portfolio in Q2 2026, its #61 holding.
Goldstone Financial Group first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $7.11M in Q1 2026.
841 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.