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

Lifeworks 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
2026 Q1	$541K	Buy	10,202 +590	+6%	+$32.3K	0.07%	189
2025 Q4	$500K	Sell	9,612 -756	-7%	-$39.1K	0.06%	210
2025 Q3	$534K	Sell	10,368 -58	-0.6%	-$3K	0.07%	200
2025 Q2	$525K	Buy	10,426 +2,846	+38%	+$141K	0.08%	189
2025 Q1	$387K	Buy	7,580 +4	+0.1%	+$203	0.06%	217
2024 Q4	$377K	Hold	7,576	–	–	0.07%	202
2024 Q3	$404K	Buy	7,576 +124	+2%	+$6.29K	0.08%	189
2024 Q2	$358K	Buy	7,452 +812	+12%	+$39.8K	0.1%	157
2024 Q1	$337K	Buy	+6,640	New	+$320K	0.09%	159

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

CCWA

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

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Lifeworks Advisors's NOBL Position: Q1 2026 in Review

Lifeworks Advisors increased its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 6.1% in Q1 2026, buying an estimated $32.3K and bringing the position to 10,202 shares worth $541K. The position accounts for 0.07% of the portfolio, ranked #189.

Lifeworks Advisors first reported a position in NOBL in Q1 2024 and has held it in 9 quarters since. 818 funds tracked by Wall St. Rank hold NOBL as of Q1 2026.

Lifeworks Advisors held 10,202 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $541K as of Q1 2026.
Lifeworks Advisors bought 590 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2026, an estimated $32.3K.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.07% of Lifeworks Advisors's portfolio in Q1 2026, its #189 holding.
Lifeworks Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2024 and has held it in 9 quarters since.
818 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.