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

Independent 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
2026 Q2	$5.14M	Buy	91,602 +2,336	+3%	+$126K	4.65%	7
2026 Q1	$4.73M	Buy	89,266 +2,006	+2%	+$110K	4.65%	6
2025 Q4	$4.54M	Buy	+87,260	New	+$4.51M	4.74%	5

Other funds holding NOBL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Independent Wealth Advisors's NOBL Position: Q2 2026 in Review

Independent Wealth Advisors increased its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 2.6% in Q2 2026, buying an estimated $126K and bringing the position to 91,602 shares worth $5.14M. The position accounts for 4.65% of the portfolio, ranked #7.

Independent Wealth Advisors first reported a position in NOBL in Q4 2025 and has held it in 3 quarters since. 838 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

Independent Wealth Advisors held 91,602 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $5.14M as of Q2 2026.
Independent Wealth Advisors bought 2,336 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $126K.
ProShares S&P 500 Dividend Aristocrats ETF made up 4.65% of Independent Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Independent Wealth Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2025 and has held it in 3 quarters since.
838 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.