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 Q3	$400K	Hold	7,399	–	–	0.2%	125
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

Pacific Wealth Strategies Group Santa Barbara, California $185M AUM 15.03% 1-Year Est. Return

Optivise Advisory Services's NOBL Position: Q3 2026 in Review

Optivise Advisory Services held its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) position steady in Q3 2026 at 7,399 shares worth $400K. The position accounts for 0.2% of the portfolio, ranked #125.

Optivise Advisory Services first reported a position in NOBL in Q2 2024 and has held it in 10 quarters since. The position peaked at $529K in Q4 2025. 538 funds tracked by Wall St. Rank hold NOBL as of Q3 2026.

Optivise Advisory Services held 7,399 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $400K as of Q3 2026.
Optivise Advisory Services left its ProShares S&P 500 Dividend Aristocrats ETF share count unchanged in Q3 2026.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.2% of Optivise Advisory Services's portfolio in Q3 2026, its #125 holding.
Optivise Advisory Services first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $529K in Q4 2025.
538 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.