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Lucia Wealth Services’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Lucia Wealth Services’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
2019
Q3 		– Sell
-954
Closed -$33K – 173
2019
Q2 		$33K Buy
+954
New +$32.5K 0.01% 152

Other funds holding NOBL

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lucia Wealth Services's NOBL Position: Q3 2019 in Review

Lucia Wealth Services sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q3 2019, closing a stake of 954 shares — an estimated $33K sold.

Lucia Wealth Services first reported a position in NOBL in Q2 2019 and held it in 1 quarter. The position peaked at $33K in Q2 2019. 295 funds tracked by Wall St. Rank hold NOBL as of Q3 2019.

  • Lucia Wealth Services reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q3 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 954 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2019, an estimated $33K.
  • Lucia Wealth Services first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2019 and held it in 1 quarter.
  • Lucia Wealth Services's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $33K in Q2 2019.
  • 295 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2019.

Based on Lucia Wealth Services's 13F filing for Q3 2019, filed 9 Oct 2019.