LWP
NOBL icon

LMG Wealth Partners’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

LMG Wealth Partners’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 		$9.26M Buy
164,891
+7,483
+5% +$405K 1.48% 17
2026
Q1 		$8.34M Sell
157,408
-290
-0.2% -$15.9K 1.52% 17
2025
Q4 		$8.21M Buy
157,698
+11,470
+8% +$593K 1.53% 17
2025
Q3 		$7.54M Buy
146,228
+3,622
+3% +$187K 1.4% 20
2025
Q2 		$7.18M Sell
142,606
-2,040
-1% -$101K 1.48% 21
2025
Q1 		$7.39M Sell
144,646
-1,960
-1% -$99.5K 1.65% 17
2024
Q4 		$7.3M Buy
146,606
+296
+0.2% +$15.6K 1.59% 17
2024
Q3 		$7.81M Sell
146,310
-1,718
-1% -$87.2K 1.79% 17
2024
Q2 		$7.11M Sell
148,028
-142
-0.1% -$6.95K 1.77% 19
2024
Q1 		$7.51M Buy
148,170
+4,634
+3% +$223K 1.89% 15
2023
Q4 		$6.83M Buy
143,536
+802
+0.6% +$35.9K 1.9% 16
2023
Q3 		$6.32M Buy
142,734
+1,156
+0.8% +$54.3K 1.93% 16
2023
Q2 		$6.67M Buy
141,578
+2,390
+2% +$109K 2.04% 16
2023
Q1 		$6.35M Sell
139,188
-1,854
-1% -$84.3K 2.05% 16
2022
Q4 		$6.56M Buy
+141,042
New +$6.27M 2.17% 15

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

LMG Wealth Partners's NOBL Position: Q2 2026 in Review

LMG Wealth Partners increased its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 4.8% in Q2 2026, buying an estimated $405K and bringing the position to 164,891 shares worth $9.26M. The position accounts for 1.48% of the portfolio, ranked #17.

LMG Wealth Partners first reported a position in NOBL in Q4 2022 and has held it in 15 quarters since. 839 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

  • LMG Wealth Partners held 164,891 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $9.26M as of Q2 2026.
  • LMG Wealth Partners bought 7,483 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $405K.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 1.48% of LMG Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • LMG Wealth Partners first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2022 and has held it in 15 quarters since.
  • 839 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.