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

Partnership Wealth Management’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
2024 Q4	–	Sell	-1,768	Closed	-$94.4K	–	143
2024 Q3	$94.4K	Hold	1,768	–	–	0.07%	94
2024 Q2	$85K	Hold	1,768	–	–	0.06%	122
2024 Q1	$89.6K	Hold	1,768	–	–	0.06%	126
2023 Q4	$83.8K	Buy	+1,768	New	+$79.2K	0.06%	126

Other funds holding NOBL

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCWA

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

Partnership Wealth Management's NOBL Position: Q4 2024 in Review

Partnership Wealth Management sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2024, closing a stake of 1,768 shares — an estimated $94.4K sold.

Partnership Wealth Management first reported a position in NOBL in Q4 2023 and held it in 4 quarters. The position peaked at $94.4K in Q3 2024. 795 funds tracked by Wall St. Rank hold NOBL as of Q4 2024.

Partnership Wealth Management reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2024 after selling out during the quarter.
Partnership Wealth Management sold 1,768 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2024, an estimated $94.4K.
Partnership Wealth Management first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2023 and held it in 4 quarters.
Partnership Wealth Management's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $94.4K in Q3 2024.
795 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.