Level Financial Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Level Financial 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
2022 Q4	–	Sell	-1,042	Closed	-$42K	–	289
2022 Q3	$42K	Sell	1,042 -54	-5%	-$2.39K	0.03%	102
2022 Q2	$47K	Buy	1,096 +54	+5%	+$2.46K	0.03%	102
2022 Q1	$49K	Hold	1,042	–	–	0.04%	89
2021 Q4	$51K	Buy	+1,042	New	+$49.2K	0.04%	92

Other funds holding NOBL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Level Financial Advisors's NOBL Position: Q4 2022 in Review

Level Financial Advisors sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2022, closing a stake of 1,042 shares — an estimated $42K sold.

Level Financial Advisors first reported a position in NOBL in Q4 2021 and held it in 4 quarters. The position peaked at $51K in Q4 2021. 632 funds tracked by Wall St. Rank hold NOBL as of Q4 2022.

Level Financial Advisors reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2022 after selling out during the quarter.
Level Financial Advisors sold 1,042 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2022, an estimated $42K.
Level Financial Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2021 and held it in 4 quarters.
Level Financial Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $51K in Q4 2021.
632 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2022.

Based on Level Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.