ORG Wealth Partners’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

ORG Wealth Partners’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	$432K	Sell	7,696 -1,264	-14%	-$68.4K	0.06%	160
2026 Q1	$475K	Sell	8,960 -6,616	-42%	-$363K	0.09%	135
2025 Q4	$810K	Sell	15,576 -14,262	-48%	-$737K	0.19%	79
2025 Q3	$1.54M	Buy	29,838 +24,558	+465%	+$1.27M	0.33%	47
2025 Q2	$270K	Sell	5,280 -5,048	-49%	-$250K	0.06%	157
2025 Q1	$527K	Sell	10,328 -6,946	-40%	-$353K	0.16%	107
2024 Q4	$860K	Buy	17,274 +2,598	+18%	+$137K	0.27%	31
2024 Q3	$783K	Buy	+14,676	New	+$745K	0.26%	35

Other funds holding NOBL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

ORG Wealth Partners's NOBL Position: Q2 2026 in Review

ORG Wealth Partners reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 14% in Q2 2026, selling an estimated $68.4K and leaving 7,696 shares worth $432K. The position accounts for 0.06% of the portfolio, ranked #160.

ORG Wealth Partners first reported a position in NOBL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.54M in Q3 2025. 838 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

ORG Wealth Partners held 7,696 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $432K as of Q2 2026.
ORG Wealth Partners sold 1,264 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $68.4K.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.06% of ORG Wealth Partners's portfolio in Q2 2026, its #160 holding.
ORG Wealth Partners first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $1.54M in Q3 2025.
838 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.