Kovitz Investment Group Partners’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Kovitz Investment Group Partners’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	-8,892	Closed	-$458K	–	1025
2025 Q3	$458K	Buy	8,892 +1,418	+19%	+$73.4K	﹤0.01%	1068
2025 Q2	$376K	Buy	7,474 +1,254	+20%	+$62K	﹤0.01%	1072
2025 Q1	$318K	Sell	6,220 -4,016	-39%	-$204K	﹤0.01%	1035
2024 Q4	$510K	Buy	10,236 +242	+2%	+$12.7K	﹤0.01%	884
2024 Q3	$233K	Buy	+9,994	New	+$507K	﹤0.01%	920

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 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

Kovitz Investment Group Partners's NOBL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2025, closing a stake of 8,892 shares — an estimated $458K sold.

Kovitz Investment Group Partners first reported a position in NOBL in Q3 2024 and held it in 5 quarters. The position peaked at $510K in Q4 2024. 818 funds tracked by Wall St. Rank hold NOBL as of Q4 2025.

Kovitz Investment Group Partners reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 8,892 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2025, an estimated $458K.
Kovitz Investment Group Partners first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $510K in Q4 2024.
818 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.