Interactive Financial Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Interactive Financial 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
2023 Q1	–	Sell	-4,252	Closed	-$191K	–	131
2022 Q4	$191K	Sell	4,252 -60	-1%	-$2.67K	0.11%	87
2022 Q3	$172K	Sell	4,312 -244	-5%	-$10.8K	0.1%	92
2022 Q2	$194K	Buy	4,556 +560	+14%	+$25.5K	0.1%	80
2022 Q1	$190K	Buy	3,996 +212	+6%	+$9.95K	0.09%	87
2021 Q4	$186K	Sell	3,784 -4	-0.1%	-$189	0.07%	88
2021 Q3	$168K	Buy	3,788 +376	+11%	+$17.4K	0.07%	87
2021 Q2	$155K	Sell	3,412 -3,014	-47%	-$137K	0.06%	92
2021 Q1	$277K	Sell	6,426 -1,724	-21%	-$70.9K	0.12%	75
2020 Q4	$326K	Buy	8,150 +332	+4%	+$12.8K	0.15%	66
2020 Q3	$282K	Buy	7,818 +14	+0.2%	+$502	0.14%	65
2020 Q2	$263K	Buy	+7,804	New	+$251K	0.13%	62
2020 Q1	–	Sell	-4,190	Closed	-$158K	–	121
2019 Q4	$158K	Sell	4,190 -474	-10%	-$17.4K	0.07%	81
2019 Q3	$167K	Buy	4,664 +548	+13%	+$19.2K	0.08%	72
2019 Q2	$143K	Sell	4,116 -12	-0.3%	-$408	0.07%	78
2019 Q1	$140K	Sell	4,128 -138	-3%	-$4.47K	0.07%	68
2018 Q4	$129K	Sell	4,266 -4,200	-50%	-$134K	0.07%	57
2018 Q3	$283K	Sell	8,466 -206	-2%	-$6.76K	0.13%	59
2018 Q2	$270K	Sell	8,672 -316	-4%	-$9.88K	0.13%	62
2018 Q1	$280K	Buy	8,988 +1,236	+16%	+$39.7K	0.13%	59
2017 Q4	$248K	Buy	7,752 +1,978	+34%	+$61K	0.11%	61
2017 Q3	$172K	Buy	5,774 +526	+10%	+$15.3K	0.08%	61
2017 Q2	$152K	Sell	5,248 -1,640	-24%	-$46.9K	0.07%	61
2017 Q1	$194K	Buy	6,888 +2,440	+55%	+$67.6K	0.09%	60
2016 Q4	$120K	Buy	4,448 +3,630	+444%	+$96.9K	0.06%	67
2016 Q3	$22K	Buy	+818	New	+$22.6K	0.01%	85

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

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

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

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCWA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Interactive Financial Advisors's NOBL Position: Q1 2023 in Review

Interactive Financial Advisors sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q1 2023, closing a stake of 4,252 shares — an estimated $191K sold.

Interactive Financial Advisors first reported a position in NOBL in Q3 2016 and held it in 25 quarters. The position peaked at $326K in Q4 2020. 637 funds tracked by Wall St. Rank hold NOBL as of Q1 2023.

Interactive Financial Advisors reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 4,252 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2023, an estimated $191K.
Interactive Financial Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2016 and held it in 25 quarters.
Interactive Financial Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $326K in Q4 2020.
637 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.