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

Independent Wealth Network’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 Q3	–	Sell	-4,332	Closed	-$208K	–	229
2024 Q2	$208K	Sell	4,332 -54	-1%	-$2.64K	0.1%	202
2024 Q1	$222K	Sell	4,386 -186	-4%	-$8.96K	0.1%	193
2023 Q4	$218K	Sell	4,572 -422	-8%	-$18.9K	0.11%	189
2023 Q3	$221K	Sell	4,994 -174	-3%	-$8.17K	0.14%	175
2023 Q2	$244K	Sell	5,168 -220	-4%	-$10.1K	0.15%	167
2023 Q1	$246K	Hold	5,388	–	–	0.16%	151
2022 Q4	$242K	Hold	5,388	–	–	0.17%	149
2022 Q3	$215K	Hold	5,388	–	–	0.17%	152
2022 Q2	$230K	Sell	5,388 -1,004	-16%	-$45.7K	0.17%	153
2022 Q1	$303K	Sell	6,392 -682	-10%	-$32K	0.19%	140
2021 Q4	$347K	Buy	7,074 +230	+3%	+$10.9K	0.21%	125
2021 Q3	$326K	Buy	+6,844	New	+$316K	0.21%	126

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CCWA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Independent Wealth Network's NOBL Position: Q3 2024 in Review

Independent Wealth Network sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q3 2024, closing a stake of 4,332 shares — an estimated $208K sold.

Independent Wealth Network first reported a position in NOBL in Q3 2021 and held it in 12 quarters. The position peaked at $347K in Q4 2021. 744 funds tracked by Wall St. Rank hold NOBL as of Q3 2024.

Independent Wealth Network reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q3 2024 after selling out during the quarter.
Independent Wealth Network sold 4,332 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2024, an estimated $208K.
Independent Wealth Network first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2021 and held it in 12 quarters.
Independent Wealth Network's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $347K in Q4 2021.
744 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2024.

Based on Independent Wealth Network's 13F filing for Q3 2024, filed 15 Oct 2024.