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Heartwood Wealth Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Heartwood Wealth 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
2025
Q4 		– Sell
-348
Closed -$17.9K – 467
2025
Q3 		$17.9K Buy
+348
New +$18K ﹤0.01% 365

Other funds holding NOBL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Royal Bank of Canada
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
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Heartwood Wealth Advisors's NOBL Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2025, closing a stake of 348 shares — an estimated $17.9K sold.

Heartwood Wealth Advisors first reported a position in NOBL in Q3 2025 and held it in 1 quarter. The position peaked at $17.9K in Q3 2025. 818 funds tracked by Wall St. Rank hold NOBL as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 348 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2025, an estimated $17.9K.
  • Heartwood Wealth Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $17.9K in Q3 2025.
  • 818 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.