JWM
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Jupiter Wealth Management’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Jupiter Wealth Management’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
Q1 		$2.06M Sell
38,890
-60
-0.2% -$3.29K 0.82% 27
2025
Q4 		$2.21M Hold
38,950
– – 0.98% 25
2025
Q3 		$2.01M Hold
38,950
– – 0.95% 25
2025
Q2 		$2.05M Hold
38,950
– – 1.04% 24
2025
Q1 		$1.98M Hold
38,950
– – 1.2% 23
2024
Q4 		$1.94M Hold
38,950
– – 0.97% 26
2024
Q3 		$2.08M Hold
38,950
– – 1.06% 26
2024
Q2 		$1.97M Hold
38,950
– – 1.04% 31
2024
Q1 		$1.92M Hold
38,950
– – 1.02% 29
2023
Q4 		$1.85M Hold
38,950
– – 1.09% 24
2023
Q3 		$1.7M Buy
+38,950
New +$1.83M 1.1% 24
2020
Q3 		– Sell
-188,170
Closed -$6.57M – 79
2020
Q2 		$6.57M Buy
188,170
+39,050
+26% +$1.26M 3.29% 10
2020
Q1 		$4.61M Buy
+149,120
New +$5.2M 2.68% 16

Other funds holding NOBL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return