Maxwell Wealth Strategies’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Maxwell Wealth Strategies’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
2024 Q4	$501K	Hold	10,056	–	–	0.2%	81
2024 Q3	$527K	Hold	10,056	–	–	0.22%	81
2024 Q2	$483K	Hold	10,056	–	–	0.24%	78
2024 Q1	$484K	Hold	10,056	–	–	0.25%	80
2023 Q4	$479K	Buy	+10,056	New	+$451K	0.31%	63

Other funds holding NOBL

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Maxwell Wealth Strategies's NOBL Position: Q4 2024 in Review

Maxwell Wealth Strategies held its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) position steady in Q4 2024 at 10,056 shares worth $501K. The position accounts for 0.2% of the portfolio, ranked #81.

Maxwell Wealth Strategies first reported a position in NOBL in Q4 2023 and has held it in 5 quarters since. The position peaked at $527K in Q3 2024. 795 funds tracked by Wall St. Rank hold NOBL as of Q4 2024.

Maxwell Wealth Strategies held 10,056 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $501K as of Q4 2024.
Maxwell Wealth Strategies left its ProShares S&P 500 Dividend Aristocrats ETF share count unchanged in Q4 2024.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.2% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #81 holding.
Maxwell Wealth Strategies first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2023 and has held it in 5 quarters since.
Maxwell Wealth Strategies's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $527K in Q3 2024.
795 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.