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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
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 $1.66T 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

LMG Wealth Partners's NOBL Position: Q1 2026 in Review

LMG Wealth Partners reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 0.18% in Q1 2026, selling an estimated $15.9K and leaving 157,408 shares worth $8.34M. The position accounts for 1.52% of the portfolio, ranked #17.

LMG Wealth Partners first reported a position in NOBL in Q4 2022 and has held it in 14 quarters since. 817 funds tracked by Wall St. Rank hold NOBL as of Q1 2026.

  • LMG Wealth Partners held 157,408 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $8.34M as of Q1 2026.
  • LMG Wealth Partners sold 290 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2026, an estimated $15.9K.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 1.52% of LMG Wealth Partners's portfolio in Q1 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 14 quarters since.
  • 817 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.