Optivise Advisory Services’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Optivise Advisory 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 Q2	$416K	Sell	7,399 -1	-0%	-$54	0.21%	128
2026 Q1	$392K	Sell	7,400 -2,772	-27%	-$152K	0.24%	103
2025 Q4	$529K	Buy	10,172 +2,772	+37%	+$143K	0.31%	89
2025 Q3	$381K	Buy	7,400 +4	+0.1%	+$207	0.23%	104
2025 Q2	$372K	Buy	7,396 +2	+0%	+$99	0.19%	116
2025 Q1	$378K	Hold	7,394	–	–	0.21%	105
2024 Q4	$368K	Buy	7,394 +2	+0%	+$105	0.2%	109
2024 Q3	$395K	Sell	7,392 -148	-2%	-$7.51K	0.21%	97
2024 Q2	$362K	Buy	+7,540	New	+$369K	0.2%	112

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

CAG

Carroll Advisory Group Texarkana, Texas $305M AUM

Optivise Advisory Services's NOBL Position: Q2 2026 in Review

Optivise Advisory Services reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 0.01% in Q2 2026, selling an estimated $54 and leaving 7,399 shares worth $416K. The position accounts for 0.21% of the portfolio, ranked #128.

Optivise Advisory Services first reported a position in NOBL in Q2 2024 and has held it in 9 quarters since. The position peaked at $529K in Q4 2025. 295 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

Optivise Advisory Services held 7,399 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $416K as of Q2 2026.
Optivise Advisory Services sold 1 ProShares S&P 500 Dividend Aristocrats ETF share in Q2 2026, an estimated $54.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.21% of Optivise Advisory Services's portfolio in Q2 2026, its #128 holding.
Optivise Advisory Services first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $529K in Q4 2025.
295 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.