Howard Wealth Management’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Howard Wealth Management’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	–	Sell	-3,982	Closed	-$213K	–	118
2024 Q3	$213K	Buy	+3,982	New	+$202K	0.12%	110
2024 Q2	–	Sell	-3,990	Closed	-$202K	–	104
2024 Q1	$202K	Buy	+3,990	New	+$192K	0.16%	102
2023 Q2	–	Sell	-5,756	Closed	-$263K	–	105
2023 Q1	$263K	Sell	5,756 -78	-1%	-$3.55K	0.22%	90
2022 Q4	$263K	Buy	5,834 +24	+0.4%	+$1.07K	0.22%	88
2022 Q3	$232K	Buy	5,810 +410	+8%	+$18.1K	0.16%	107
2022 Q2	$230K	Sell	5,400 -468	-8%	-$21.3K	0.24%	55
2022 Q1	$278K	Sell	5,868 -758	-11%	-$35.6K	0.15%	106
2021 Q4	$325K	Sell	6,626 -28	-0.4%	-$1.32K	0.17%	100
2021 Q3	$294K	Sell	6,654 -138	-2%	-$6.37K	0.16%	101
2021 Q2	$307K	Buy	6,792 +30	+0.4%	+$1.36K	0.17%	103
2021 Q1	$291K	Sell	6,762 -118	-2%	-$4.85K	0.17%	100
2020 Q4	$274K	Hold	6,880	–	–	0.17%	105
2020 Q3	$248K	Sell	6,880 -556	-7%	-$20K	0.18%	105
2020 Q2	$250K	Sell	7,436 -3,784	-34%	-$122K	0.2%	98
2020 Q1	$323K	Sell	11,220 -20	-0.2%	-$698	0.34%	75
2019 Q4	$424K	Buy	+11,240	New	+$412K	0.35%	69

Other funds holding NOBL

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Howard Wealth Management's NOBL Position: Q4 2024 in Review

Howard Wealth Management sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2024, closing a stake of 3,982 shares — an estimated $213K sold.

Howard Wealth Management first reported a position in NOBL in Q4 2019 and held it in 16 quarters. The position peaked at $424K in Q4 2019. 795 funds tracked by Wall St. Rank hold NOBL as of Q4 2024.

Howard Wealth Management reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2024 after selling out during the quarter.
Howard Wealth Management sold 3,982 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2024, an estimated $213K.
Howard Wealth Management first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2019 and held it in 16 quarters.
Howard Wealth Management's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $424K in Q4 2019.
795 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2024.

Based on Howard Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.