Liberty Wealth Management’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-416	Closed	-$18K	–	776
2021 Q3	$18K	Buy	416 +306	+278%	+$14.1K	0.01%	684
2021 Q2	$5K	Buy	110 +2	+2%	+$91	﹤0.01%	795
2021 Q1	$4K	Hold	108	–	–	﹤0.01%	738
2020 Q4	$4K	Sell	108 -2	-2%	-$77	﹤0.01%	734
2020 Q3	$4K	Buy	110 +2	+2%	+$72	﹤0.01%	661
2020 Q2	$4K	Hold	108	–	–	﹤0.01%	654
2020 Q1	$3K	Buy	108 +2	+2%	+$70	﹤0.01%	683
2019 Q4	$4K	Buy	106 +2	+2%	+$73	﹤0.01%	701
2019 Q3	$4K	Hold	104	–	–	﹤0.01%	679
2019 Q2	$4K	Hold	104	–	–	﹤0.01%	698
2019 Q1	$3K	Hold	104	–	–	﹤0.01%	598
2018 Q4	$3K	Buy	+104	New	+$3.31K	﹤0.01%	637

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

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Liberty Wealth Management's NOBL Position: Q4 2021 in Review

Liberty Wealth Management sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2021, closing a stake of 416 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in NOBL in Q4 2018 and held it in 12 quarters. The position peaked at $18K in Q3 2021. 520 funds tracked by Wall St. Rank hold NOBL as of Q4 2021.

Liberty Wealth Management reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 416 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2021, an estimated $18K.
Liberty Wealth Management first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $18K in Q3 2021.
520 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.