MGWM
NOBL icon

Marks Group Wealth Management’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Marks Group Wealth Management’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 		$682K Hold
12,136
– – 0.06% 240
2026
Q1 		$643K Sell
12,136
-632
-5% -$34.6K 0.06% 225
2025
Q4 		$664K Buy
12,768
+632
+5% +$32.7K 0.06% 219
2025
Q3 		$625K Hold
12,136
– – 0.06% 208
2025
Q2 		$611K Hold
12,136
– – 0.06% 214
2025
Q1 		$620K Hold
12,136
– – 0.06% 219
2024
Q4 		$604K Hold
12,136
– – 0.06% 202
2024
Q3 		$648K Sell
12,136
-2,974
-20% -$151K 0.06% 203
2024
Q2 		$726K Sell
15,110
-572
-4% -$28K 0.08% 191
2024
Q1 		$795K Buy
15,682
+572
+4% +$27.6K 0.08% 184
2023
Q4 		$719K Hold
15,110
– – 0.08% 189
2023
Q3 		$669K Hold
15,110
– – 0.08% 188
2023
Q2 		$712K Hold
15,110
– – 0.08% 189
2023
Q1 		$689K Hold
15,110
– – 0.09% 185
2022
Q4 		$680K Hold
15,110
– – 0.09% 183
2022
Q3 		$604K Buy
15,110
+1,080
+8% +$47.7K 0.09% 186
2022
Q2 		$599K Hold
14,030
– – 0.09% 198
2022
Q1 		$666K Hold
14,030
– – 0.08% 202
2021
Q4 		$689K Buy
14,030
+2,662
+23% +$126K 0.08% 206
2021
Q3 		$503K Hold
11,368
– – 0.07% 201
2021
Q2 		$516K Buy
11,368
+392
+4% +$17.8K 0.07% 178
2021
Q1 		$474K Buy
10,976
+246
+2% +$10.1K 0.07% 179
2020
Q4 		$429K Buy
10,730
+1,334
+14% +$51.4K 0.07% 184
2020
Q3 		$339K Hold
9,396
– – 0.06% 192
2020
Q2 		$316K Hold
9,396
– – 0.06% 190
2020
Q1 		$270K Hold
9,396
– – 0.07% 185
2019
Q4 		$355K Buy
+9,396
New +$345K 0.07% 190

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

Marks Group Wealth Management's NOBL Position: Q2 2026 in Review

Marks Group Wealth Management held its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) position steady in Q2 2026 at 12,136 shares worth $682K. The position accounts for 0.06% of the portfolio, ranked #240.

Marks Group Wealth Management first reported a position in NOBL in Q4 2019 and has held it in 27 quarters since. The position peaked at $795K in Q1 2024. 839 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

  • Marks Group Wealth Management held 12,136 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $682K as of Q2 2026.
  • Marks Group Wealth Management left its ProShares S&P 500 Dividend Aristocrats ETF share count unchanged in Q2 2026.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 0.06% of Marks Group Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Marks Group Wealth Management first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $795K in Q1 2024.
  • 839 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.