Key Client Fiduciary Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Key Client Fiduciary 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
2026 Q2	$652K	Sell	11,610 -240	-2%	-$13K	0.19%	106
2026 Q1	$628K	Sell	11,850 -198	-2%	-$10.9K	0.21%	100
2025 Q4	$627K	Buy	12,048 +482	+4%	+$24.9K	0.21%	99
2025 Q3	$596K	Sell	11,566 -296	-2%	-$15.3K	0.2%	101
2025 Q2	$597K	Buy	11,862 +308	+3%	+$15.2K	0.24%	95
2025 Q1	$590K	Buy	11,554 +972	+9%	+$49.4K	0.27%	86
2024 Q4	$527K	Buy	10,582 +314	+3%	+$16.5K	0.23%	99
2024 Q3	$548K	Buy	10,268 +572	+6%	+$29K	0.25%	94
2024 Q2	$466K	Buy	9,696 +500	+5%	+$24.5K	0.23%	98
2024 Q1	$466K	Buy	9,196 +2,260	+33%	+$109K	0.25%	104
2023 Q4	$330K	Buy	6,936 +1,490	+27%	+$66.8K	0.19%	125
2023 Q3	$241K	Hold	5,446	–	–	0.15%	144
2023 Q2	$257K	Hold	5,446	–	–	0.15%	147
2023 Q1	$248K	Sell	5,446 -1,986	-27%	-$90.3K	0.16%	141
2022 Q4	$334K	Buy	7,432 +408	+6%	+$18.1K	0.23%	100
2022 Q3	$281K	Buy	7,024 +8	+0.1%	+$354	0.25%	85
2022 Q2	$299K	Buy	7,016 +274	+4%	+$12.5K	0.29%	81
2022 Q1	$320K	Buy	6,742 +16	+0.2%	+$751	0.25%	93
2021 Q4	$330K	Buy	+6,726	New	+$317K	0.27%	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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Key Client Fiduciary Advisors's NOBL Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 2% in Q2 2026, selling an estimated $13K and leaving 11,610 shares worth $652K. The position accounts for 0.19% of the portfolio, ranked #106.

Key Client Fiduciary Advisors first reported a position in NOBL in Q4 2021 and has held it in 19 quarters since. 839 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

Key Client Fiduciary Advisors held 11,610 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $652K as of Q2 2026.
Key Client Fiduciary Advisors sold 240 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $13K.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.19% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #106 holding.
Key Client Fiduciary Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2021 and has held it in 19 quarters since.
839 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.