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

Invera 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
2025 Q4	–	Sell	-11,106	Closed	-$572K	–	92
2025 Q3	$572K	Sell	11,106 -54	-0.5%	-$2.79K	0.35%	69
2025 Q2	$562K	Sell	11,160 -452	-4%	-$22.3K	0.37%	68
2025 Q1	$593K	Sell	11,612 -1,238	-10%	-$62.9K	0.38%	75
2024 Q4	$653K	Buy	12,850 +68	+0.5%	+$3.58K	0.65%	36
2024 Q3	$677K	Buy	12,782 +66	+0.5%	+$3.35K	0.67%	35
2024 Q2	$620K	Sell	12,716 -364	-3%	-$17.8K	0.64%	35
2024 Q1	$630K	Buy	13,080 +448	+4%	+$21.6K	0.54%	47
2023 Q4	$601K	Buy	+12,632	New	+$566K	0.38%	72

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Invera Wealth Advisors's NOBL Position: Q4 2025 in Review

Invera Wealth Advisors sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2025, closing a stake of 11,106 shares — an estimated $572K sold.

Invera Wealth Advisors first reported a position in NOBL in Q4 2023 and held it in 8 quarters. The position peaked at $677K in Q3 2024. 815 funds tracked by Wall St. Rank hold NOBL as of Q4 2025.

Invera Wealth Advisors reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2025 after selling out during the quarter.
Invera Wealth Advisors sold 11,106 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2025, an estimated $572K.
Invera Wealth Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2023 and held it in 8 quarters.
Invera Wealth Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $677K in Q3 2024.
815 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2025.

Based on Invera Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.