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

McKinley Carter 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
2026
Q1 		$260K Sell
4,902
-2,288
-32% -$125K 0.02% 270
2025
Q4 		$374K Buy
7,190
+180
+3% +$9.3K 0.02% 254
2025
Q3 		$361K Hold
7,010
– – 0.02% 253
2025
Q2 		$353K Sell
7,010
-200
-3% -$9.89K 0.02% 249
2025
Q1 		$368K Hold
7,210
– – 0.02% 243
2024
Q4 		$359K Sell
7,210
-160
-2% -$8.41K 0.02% 234
2024
Q3 		$393K Sell
7,370
-210
-3% -$10.7K 0.02% 227
2024
Q2 		$364K Sell
7,580
-24,672
-76% -$1.21M 0.02% 235
2024
Q1 		$1.64M Buy
32,252
+480
+2% +$23.1K 0.11% 126
2023
Q4 		$1.51M Sell
31,772
-1,916
-6% -$85.9K 0.11% 120
2023
Q3 		$1.49M Buy
33,688
+488
+1% +$22.9K 0.12% 122
2023
Q2 		$1.57M Buy
33,200
+402
+1% +$18.4K 0.12% 123
2023
Q1 		$1.5M Sell
32,798
-2,148
-6% -$97.7K 0.12% 119
2022
Q4 		$1.57M Buy
34,946
+2,570
+8% +$114K 0.13% 114
2022
Q3 		$1.29M Buy
32,376
+1,196
+4% +$52.9K 0.12% 115
2022
Q2 		$1.33M Buy
31,180
+1,810
+6% +$82.4K 0.12% 118
2022
Q1 		$1.39M Buy
29,370
+870
+3% +$40.8K 0.11% 122
2021
Q4 		$1.4M Sell
28,500
-254
-0.9% -$12K 0.1% 130
2021
Q3 		$1.27M Sell
28,754
-668
-2% -$30.8K 0.1% 129
2021
Q2 		$1.33M Sell
29,422
-1,152
-4% -$52.2K 0.11% 127
2021
Q1 		$1.32M Buy
30,574
+482
+2% +$19.8K 0.11% 133
2020
Q4 		$1.2M Sell
30,092
-6,148
-17% -$237K 0.16% 118
2020
Q3 		$1.31M Sell
36,240
-2,310
-6% -$82.9K 0.29% 68
2020
Q2 		$1.3M Sell
38,550
-974
-2% -$31.4K 0.32% 62
2020
Q1 		$1.14M Buy
39,524
+25,150
+175% +$877K 0.34% 61
2019
Q4 		$543K Buy
+14,374
New +$527K 0.13% 106

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

McKinley Carter Wealth Services's NOBL Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 32% in Q1 2026, selling an estimated $125K and leaving 4,902 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #270.

McKinley Carter Wealth Services first reported a position in NOBL in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.64M in Q1 2024. 817 funds tracked by Wall St. Rank hold NOBL as of Q1 2026.

  • McKinley Carter Wealth Services held 4,902 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $260K as of Q1 2026.
  • McKinley Carter Wealth Services sold 2,288 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2026, an estimated $125K.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #270 holding.
  • McKinley Carter Wealth Services first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2019 and has held it in 26 quarters since.
  • McKinley Carter Wealth Services's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $1.64M in Q1 2024.
  • 817 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.