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Legacy Wealth Planning’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Legacy Wealth 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
2022
Q3 		$335K Buy
8,370
+1,500
+22% +$66.3K 0.55% 44
2022
Q2 		$293K Buy
6,870
+1,680
+32% +$76.5K 0.42% 58
2022
Q1 		$246K Buy
+5,190
New +$243K 0.29% 77

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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy Wealth Planning's NOBL Position: Q3 2022 in Review

Legacy Wealth Planning increased its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 22% in Q3 2022, buying an estimated $66.3K and bringing the position to 8,370 shares worth $335K. The position accounts for 0.55% of the portfolio, ranked #44.

Legacy Wealth Planning first reported a position in NOBL in Q1 2022 and has held it in 3 quarters since. 567 funds tracked by Wall St. Rank hold NOBL as of Q3 2022.

  • Legacy Wealth Planning held 8,370 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $335K as of Q3 2022.
  • Legacy Wealth Planning bought 1,500 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2022, an estimated $66.3K.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 0.55% of Legacy Wealth Planning's portfolio in Q3 2022, its #44 holding.
  • Legacy Wealth Planning first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2022 and has held it in 3 quarters since.
  • 567 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.