Householder Group Estate & Retirement Specialist’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$213K	Buy	4,286 +3,786	+757%	+$199K	0.16%	97
2024 Q3	$26K	Buy	500 +4	+0.8%	+$203	0.01%	622
2024 Q2	$23K	Hold	496	–	–	0.01%	657
2024 Q1	$25.2K	Buy	496 +2	+0.4%	+$96	0.01%	621
2023 Q4	$23K	Sell	494 -88	-15%	-$3.94K	0.01%	613
2023 Q3	$25.8K	Buy	+582	New	+$27.3K	0.01%	579
2023 Q1	$28K	Buy	+606	New	+$27.6K	0.01%	568
2022 Q4	–	Sell	-598	Closed	-$23K	–	829
2022 Q3	$23K	Buy	+598	New	+$26.4K	0.01%	550

Other funds holding NOBL

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's NOBL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 757% in Q4 2024, buying an estimated $199K and bringing the position to 4,286 shares worth $213K. The position accounts for 0.16% of the portfolio, ranked #97.

Householder Group Estate & Retirement Specialist first reported a position in NOBL in Q3 2022 and has held it in 8 quarters since. 796 funds tracked by Wall St. Rank hold NOBL as of Q4 2024.

Householder Group Estate & Retirement Specialist held 4,286 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $213K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 3,786 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2024, an estimated $199K.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.16% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #97 holding.
Householder Group Estate & Retirement Specialist first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2022 and has held it in 8 quarters since.
796 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.