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Mark Sheptoff Financial Planning’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Mark Sheptoff Financial Planning’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 		$179K Buy
3,338
+2,790
+509% +$153K 0.09% 105
2025
Q4 		$28.5K Hold
548
– – 0.01% 241
2025
Q3 		$28.2K Hold
548
– – 0.01% 241
2025
Q2 		$27.5K Hold
548
– – 0.01% 239
2025
Q1 		$27.9K Buy
548
+386
+238% +$19.6K 0.02% 214
2024
Q4 		$8.06K Hold
162
– – ﹤0.01% 331
2024
Q3 		$8.65K Sell
162
-1,498
-90% -$76.1K ﹤0.01% 321
2024
Q2 		$79.8K Hold
1,660
– – 0.04% 152
2024
Q1 		$84.2K Buy
1,660
+262
+19% +$12.6K 0.05% 143
2023
Q4 		$66.6K Hold
1,398
– – 0.04% 142
2023
Q3 		$61.9K Sell
1,398
-66
-5% -$3.1K 0.04% 132
2023
Q2 		$69K Hold
1,464
– – 0.04% 138
2023
Q1 		$66.8K Buy
1,464
+200
+16% +$9.1K 0.04% 134
2022
Q4 		$56.9K Hold
1,264
– – 0.03% 143
2022
Q3 		$51K Hold
1,264
– – 0.03% 142
2022
Q2 		$54K Buy
1,264
+1,134
+872% +$51.6K 0.03% 152
2022
Q1 		$6K Buy
+130
New +$6.1K ﹤0.01% 335

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

Mark Sheptoff Financial Planning's NOBL Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 509% in Q1 2026, buying an estimated $153K and bringing the position to 3,338 shares worth $179K. The position accounts for 0.09% of the portfolio, ranked #105.

Mark Sheptoff Financial Planning first reported a position in NOBL in Q1 2022 and has held it in 17 quarters since. 818 funds tracked by Wall St. Rank hold NOBL as of Q1 2026.

  • Mark Sheptoff Financial Planning held 3,338 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $179K as of Q1 2026.
  • Mark Sheptoff Financial Planning bought 2,790 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2026, an estimated $153K.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 0.09% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #105 holding.
  • Mark Sheptoff Financial Planning first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2022 and has held it in 17 quarters since.
  • 818 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.