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Planning Solutions Group’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Planning Solutions 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
2019
Q2 		$419K Hold
12,074
– – 0.22% 85
2019
Q1 		$409K Buy
12,074
+480
+4% +$15.5K 0.22% 83
2018
Q4 		$351K Buy
+11,594
New +$370K 0.21% 83

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Planning Solutions Group's NOBL Position: Q2 2019 in Review

Planning Solutions Group held its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) position steady in Q2 2019 at 12,074 shares worth $419K. The position accounts for 0.22% of the portfolio, ranked #85.

Planning Solutions Group first reported a position in NOBL in Q4 2018 and has held it in 3 quarters since. 286 funds tracked by Wall St. Rank hold NOBL as of Q2 2019.

  • Planning Solutions Group held 12,074 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $419K as of Q2 2019.
  • Planning Solutions Group left its ProShares S&P 500 Dividend Aristocrats ETF share count unchanged in Q2 2019.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 0.22% of Planning Solutions Group's portfolio in Q2 2019, its #85 holding.
  • Planning Solutions Group first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2018 and has held it in 3 quarters since.
  • 286 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.