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Personal CFO Solutions’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Personal CFO Solutions’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
-4,468
Closed -$238K – 563
2024
Q3 		$238K Buy
4,468
+10
+0.2% +$508 0.03% 486
2024
Q2 		$214K Hold
4,458
– – 0.03% 486
2024
Q1 		$226K Sell
4,458
-316
-7% -$15.2K 0.04% 488
2023
Q4 		$227K Sell
4,774
-240
-5% -$10.8K 0.04% 454
2023
Q3 		$222K Buy
5,014
+22
+0.4% +$1.03K 0.04% 409
2023
Q2 		$235K Buy
4,992
+10
+0.2% +$458 0.05% 403
2023
Q1 		$227K Sell
4,982
-172
-3% -$7.82K 0.05% 408
2022
Q4 		$232K Buy
5,154
+134
+3% +$5.96K 0.05% 378
2022
Q3 		$201K Sell
5,020
-102
-2% -$4.51K 0.05% 375
2022
Q2 		$219K Sell
5,122
-758
-13% -$34.5K 0.05% 367
2022
Q1 		$279K Buy
5,880
+1,444
+33% +$67.7K 0.06% 358
2021
Q4 		$218K Buy
+4,436
New +$209K 0.04% 416
2020
Q1 		– Sell
-29,054
Closed -$1.1M – 336
2019
Q4 		$1.1M Buy
29,054
+600
+2% +$22K 0.31% 64
2019
Q3 		$1.02M Buy
+28,454
New +$996K 0.41% 59

Other funds holding NOBL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
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

Personal CFO Solutions's NOBL Position: Q4 2024 in Review

Personal CFO Solutions sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2024, closing a stake of 4,468 shares — an estimated $238K sold.

Personal CFO Solutions first reported a position in NOBL in Q3 2019 and held it in 14 quarters. The position peaked at $1.1M in Q4 2019. 795 funds tracked by Wall St. Rank hold NOBL as of Q4 2024.

  • Personal CFO Solutions reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 4,468 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2024, an estimated $238K.
  • Personal CFO Solutions first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2019 and held it in 14 quarters.
  • Personal CFO Solutions's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $1.1M in Q4 2019.
  • 795 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.