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Keener Financial Planning’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Keener Financial Planning’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
Q4 		– Sell
-200
Closed -$10K – 185
2024
Q3 		$10K Buy
+200
New +$10.2K 0.01% 131

Other funds holding NOBL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
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

Keener Financial Planning's NOBL Position: Q4 2024 in Review

Keener Financial Planning sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2024, closing a stake of 200 shares — an estimated $10K sold.

Keener Financial Planning first reported a position in NOBL in Q3 2024 and held it in 1 quarter. The position peaked at $10K in Q3 2024. 795 funds tracked by Wall St. Rank hold NOBL as of Q4 2024.

  • Keener Financial Planning reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2024 after selling out during the quarter.
  • Keener Financial Planning sold 200 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2024, an estimated $10K.
  • Keener Financial Planning first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2024 and held it in 1 quarter.
  • Keener Financial Planning's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $10K in Q3 2024.
  • 795 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2024.

Based on Keener Financial Planning's 13F filing for Q4 2024, filed 29 Jan 2025.