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

National Wealth Management Group’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	$530K	Hold	9,432	–	–	0.16%	117
2026 Q1	$500K	Hold	9,432	–	–	0.19%	112
2025 Q4	$491K	Hold	9,432	–	–	0.17%	128
2025 Q3	$486K	Sell	9,432 -36	-0.4%	-$1.86K	0.18%	128
2025 Q2	$477K	Sell	9,468 -56	-0.6%	-$2.77K	0.27%	90
2025 Q1	$487K	Sell	9,524 -1,172	-11%	-$59.5K	0.32%	77
2024 Q4	$532K	Sell	10,696 -56	-0.5%	-$2.94K	0.35%	60
2024 Q3	$574K	Sell	10,752 -754	-7%	-$38.3K	0.39%	60
2024 Q2	$553K	Sell	11,506 -504	-4%	-$24.7K	0.42%	55
2024 Q1	$609K	Sell	12,010 -140	-1%	-$6.75K	0.47%	50
2023 Q4	$578K	Sell	12,150 -310	-2%	-$13.9K	0.56%	48
2023 Q3	$552K	Sell	12,460 -158	-1%	-$7.42K	0.6%	46
2023 Q2	$603K	Sell	12,618 -88	-0.7%	-$4.03K	0.63%	46
2023 Q1	$582K	Sell	12,706 -438	-3%	-$19.9K	0.67%	39
2022 Q4	$591K	Sell	13,144 -522	-4%	-$23.2K	0.71%	33
2022 Q3	$546K	Sell	13,666 -364	-3%	-$16.1K	0.71%	33
2022 Q2	$599K	Sell	14,030 -76	-0.5%	-$3.46K	0.75%	35
2022 Q1	$669K	Sell	14,106 -280	-2%	-$13.1K	0.65%	49
2021 Q4	$706K	Buy	+14,386	New	+$679K	0.66%	49

Other funds holding NOBL

CCWA

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

National Wealth Management Group held its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) position steady in Q2 2026 at 9,432 shares worth $530K. The position accounts for 0.16% of the portfolio, ranked #117.

National Wealth Management Group first reported a position in NOBL in Q4 2021 and has held it in 19 quarters since. The position peaked at $706K in Q4 2021. 218 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

National Wealth Management Group held 9,432 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $530K as of Q2 2026.
National Wealth Management Group left its ProShares S&P 500 Dividend Aristocrats ETF share count unchanged in Q2 2026.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.16% of National Wealth Management Group's portfolio in Q2 2026, its #117 holding.
National Wealth Management Group first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2021 and has held it in 19 quarters since.
National Wealth Management Group's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $706K in Q4 2021.
218 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.