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Oxford Financial Group’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Oxford Financial 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
2020
Q2 		– Sell
-12,320
Closed -$355K – 201
2020
Q1 		$355K Buy
+12,320
New +$430K 0.07% 105

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Oxford Financial Group's NOBL Position: Q2 2020 in Review

Oxford Financial Group sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q2 2020, closing a stake of 12,320 shares — an estimated $355K sold.

Oxford Financial Group first reported a position in NOBL in Q1 2020 and held it in 1 quarter. The position peaked at $355K in Q1 2020. 347 funds tracked by Wall St. Rank hold NOBL as of Q2 2020.

  • Oxford Financial Group reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q2 2020 after selling out during the quarter.
  • Oxford Financial Group sold 12,320 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2020, an estimated $355K.
  • Oxford Financial Group first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2020 and held it in 1 quarter.
  • Oxford Financial Group's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $355K in Q1 2020.
  • 347 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2020.

Based on Oxford Financial Group's 13F filing for Q2 2020, filed 5 Aug 2020.