Independent Advisor Alliance’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Independent Advisor Alliance’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 Q1	$1M	Buy	+18,866	New	+$1.03M	0.01%	837
2025 Q1	–	Sell	-43,426	Closed	-$2.16M	–	1170
2024 Q4	$2.16M	Buy	+43,426	New	+$2.28M	0.03%	488
2022 Q1	–	Sell	-10,782	Closed	-$529K	–	715
2021 Q4	$529K	Buy	10,782 +4,074	+61%	+$192K	0.03%	386
2021 Q3	$297K	Buy	6,708 +84	+1%	+$3.88K	0.02%	491
2021 Q2	$300K	Buy	6,624 +1,596	+32%	+$72.3K	0.02%	506
2021 Q1	$217K	Sell	5,028 -602	-11%	-$24.8K	0.01%	539
2020 Q4	$225K	Buy	5,630 +34	+0.6%	+$1.31K	0.02%	489
2020 Q3	$204K	Buy	+5,596	New	+$201K	0.02%	453
2020 Q1	–	Sell	-133,712	Closed	-$5.05M	–	702
2019 Q4	$5.05M	Buy	+133,712	New	+$4.9M	0.22%	106
2017 Q2	–	Sell	-7,534	Closed	-$211K	–	347
2017 Q1	$211K	Buy	+7,534	New	+$209K	0.03%	373

Other funds holding NOBL

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

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

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

CAM

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

CCWA

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

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Independent Advisor Alliance's NOBL Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q1 2026: 18,866 shares worth $1M. The stake represents 0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in NOBL as recently as Q4 2024.

Independent Advisor Alliance first reported a position in NOBL in Q1 2017 and has held it in 10 quarters since. The position peaked at $5.05M in Q4 2019. 817 funds tracked by Wall St. Rank hold NOBL as of Q1 2026.

Independent Advisor Alliance held 18,866 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $1M as of Q1 2026.
ProShares S&P 500 Dividend Aristocrats ETF was a new Independent Advisor Alliance position in Q1 2026.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #837 holding.
Independent Advisor Alliance first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2017 and has held it in 10 quarters since.
Independent Advisor Alliance's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $5.05M in Q4 2019.
817 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.