Plante Moran Financial Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Plante Moran Financial Advisors’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
2025 Q2	–	Sell	-308	Closed	-$15.7K	–	832
2025 Q1	$15.7K	Sell	308 -302	-50%	-$15.3K	﹤0.01%	511
2024 Q4	$30.4K	Buy	+610	New	+$32.1K	﹤0.01%	425
2022 Q4	–	Sell	-4	Closed	–	–	941
2022 Q3	$0	Buy	+4	New	+$177	﹤0.01%	1017
2021 Q2	–	Sell	-424	Closed	-$18K	–	1052
2021 Q1	$18K	Buy	+424	New	+$17.4K	﹤0.01%	550
2016 Q4	–	Sell	-8,000	Closed	-$217K	–	1016
2016 Q3	$217K	Hold	8,000	–	–	0.15%	110
2016 Q2	$218K	Hold	8,000	–	–	0.16%	107
2016 Q1	$209K	Buy	8,000 +4,000	+100%	+$98K	0.16%	103
2015 Q4	$99K	Buy	+4,000	New	+$98.8K	0.07%	189

Other funds holding NOBL

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return