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

Independent 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 		$2.25M Sell
40,107
-639
-2% -$34.6K 0.04% 418
2026
Q1 		$2.16M Sell
40,746
-1,744
-4% -$95.6K 0.05% 381
2025
Q4 		$2.21M Sell
42,490
-1,962
-4% -$101K 0.05% 364
2025
Q3 		$2.29M Buy
44,452
+3,764
+9% +$195K 0.06% 347
2025
Q2 		$2.05M Buy
40,688
+7,438
+22% +$368K 0.06% 328
2025
Q1 		$1.7M Sell
33,250
-5,946
-15% -$302K 0.06% 322
2024
Q4 		$1.95M Buy
39,196
+1,480
+4% +$77.8K 0.06% 301
2024
Q3 		$2.01M Buy
37,716
+1,546
+4% +$78.5K 0.07% 265
2024
Q2 		$1.74M Sell
36,170
-2,514
-6% -$123K 0.07% 258
2024
Q1 		$1.96M Sell
38,684
-1,782
-4% -$85.9K 0.09% 225
2023
Q4 		$1.93M Buy
40,466
+122
+0.3% +$5.47K 0.1% 215
2023
Q3 		$1.79M Buy
40,344
+27,796
+222% +$1.3M 0.12% 204
2023
Q2 		$592K Buy
12,548
+4,114
+49% +$188K 0.04% 440
2023
Q1 		$385K Buy
8,434
+1,580
+23% +$71.9K 0.03% 529
2022
Q4 		$308K Buy
6,854
+780
+13% +$34.7K 0.03% 545
2022
Q3 		$243K Buy
6,074
+614
+11% +$27.1K 0.02% 603
2022
Q2 		$233K Hold
5,460
– – 0.02% 588
2022
Q1 		$259K Hold
5,460
– – 0.02% 650
2021
Q4 		$268K Hold
5,460
– – 0.02% 639
2021
Q3 		$242K Buy
5,460
+74
+1% +$3.42K 0.02% 607
2021
Q2 		$244K Buy
5,386
+200
+4% +$9.06K 0.03% 593
2021
Q1 		$224K Buy
+5,186
New +$213K 0.03% 560
2020
Q3 		– Sell
-6,042
Closed -$203K – 525
2020
Q2 		$203K Buy
+6,042
New +$195K 0.04% 415

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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $2.55B AUM 17.04% 1-Year Est. Return

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

Independent Financial Group reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 1.6% in Q2 2026, selling an estimated $34.6K and leaving 40,107 shares worth $2.25M. The position accounts for 0.04% of the portfolio, ranked #418.

Independent Financial Group first reported a position in NOBL in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.29M in Q3 2025. 838 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

  • Independent Financial Group held 40,107 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $2.25M as of Q2 2026.
  • Independent Financial Group sold 639 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $34.6K.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #418 holding.
  • Independent Financial Group first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2020 and has held it in 23 quarters since.
  • Independent Financial Group's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $2.29M in Q3 2025.
  • 838 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.