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Legacy Financial Strategies’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Legacy Financial Strategies’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 		$461K Sell
8,214
-448
-5% -$24.2K 0.07% 91
2026
Q1 		$459K Sell
8,662
-286
-3% -$15.7K 0.08% 84
2025
Q4 		$466K Sell
8,948
-2
-0% -$103 0.08% 82
2025
Q3 		$461K Sell
8,950
-566
-6% -$29.3K 0.08% 83
2025
Q2 		$479K Sell
9,516
-566
-6% -$28K 0.09% 79
2025
Q1 		$515K Buy
10,082
+244
+2% +$12.4K 0.11% 70
2024
Q4 		$486K Sell
9,838
-112
-1% -$5.89K 0.1% 75
2024
Q3 		$531K Sell
9,950
-11,028
-53% -$560K 0.12% 68
2024
Q2 		$1M Sell
20,978
-808
-4% -$39.6K 0.24% 47
2024
Q1 		$1.1M Buy
21,786
+396
+2% +$19.1K 0.28% 44
2023
Q4 		$1.02M Hold
21,390
– – 0.29% 45
2023
Q3 		$933K Buy
21,390
+470
+2% +$22.1K 0.3% 43
2023
Q2 		$986K Buy
20,920
+858
+4% +$39.3K 0.33% 44
2023
Q1 		$915K Sell
20,062
-554
-3% -$25.2K 0.34% 43
2022
Q4 		$928K Buy
20,616
+1,870
+10% +$83.1K 0.38% 43
2022
Q3 		$749K Buy
18,746
+2,242
+14% +$99.1K 0.35% 42
2022
Q2 		$704K Buy
16,504
+330
+2% +$15K 0.35% 42
2022
Q1 		$768K Buy
16,174
+250
+2% +$11.7K 0.33% 45
2021
Q4 		$782K Buy
15,924
+90
+0.6% +$4.25K 0.34% 42
2021
Q3 		$701K Buy
15,834
+894
+6% +$41.3K 0.33% 42
2021
Q2 		$677K Sell
14,940
-186
-1% -$8.43K 0.32% 42
2021
Q1 		$652K Buy
15,126
+28
+0.2% +$1.15K 0.34% 43
2020
Q4 		$603K Sell
15,098
-1,788
-11% -$68.9K 0.31% 45
2020
Q3 		$609K Sell
16,886
-630
-4% -$22.6K 0.35% 44
2020
Q2 		$590K Sell
17,516
-36
-0.2% -$1.16K 0.46% 38
2020
Q1 		$506K Buy
17,552
+5,746
+49% +$200K 0.48% 39
2019
Q4 		$446K Buy
11,806
+362
+3% +$13.3K 0.36% 51
2019
Q3 		$413K Buy
11,444
+1,916
+20% +$67.1K 0.37% 48
2019
Q2 		$334K Sell
9,528
-1,538
-14% -$52.3K 0.31% 47
2019
Q1 		$375K Sell
11,066
-15,842
-59% -$513K 0.32% 46
2018
Q4 		$815K Buy
26,908
+19,818
+280% +$632K 0.81% 13
2018
Q3 		$230K Sell
7,090
-11,402
-62% -$374K 0.23% 51
2018
Q2 		$576K Buy
18,492
+272
+1% +$8.51K 0.52% 26
2018
Q1 		$567K Sell
18,220
-1,888
-9% -$60.6K 0.55% 26
2017
Q4 		$644K Buy
+20,108
New +$620K 0.68% 25

Other funds holding NOBL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Legacy Financial Strategies's NOBL Position: Q2 2026 in Review

Legacy Financial Strategies reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 5.2% in Q2 2026, selling an estimated $24.2K and leaving 8,214 shares worth $461K. The position accounts for 0.07% of the portfolio, ranked #91.

Legacy Financial Strategies first reported a position in NOBL in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.1M in Q1 2024. 838 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

  • Legacy Financial Strategies held 8,214 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $461K as of Q2 2026.
  • Legacy Financial Strategies sold 448 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $24.2K.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 0.07% of Legacy Financial Strategies's portfolio in Q2 2026, its #91 holding.
  • Legacy Financial Strategies first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2017 and has held it in 35 quarters since.
  • Legacy Financial Strategies's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $1.1M in Q1 2024.
  • 838 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.