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

PlanVest Financial’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
2026
Q2 		$1.72M Buy
30,656
+274
+0.9% +$14.8K 1.15% 24
2026
Q1 		$1.61M Buy
+30,382
New +$1.67M 1.22% 24

Other funds holding NOBL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

PlanVest Financial's NOBL Position: Q2 2026 in Review

PlanVest Financial increased its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 0.9% in Q2 2026, buying an estimated $14.8K and bringing the position to 30,656 shares worth $1.72M. The position accounts for 1.15% of the portfolio, ranked #24.

PlanVest Financial first reported a position in NOBL in Q1 2026 and has held it in 2 quarters since. 812 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

  • PlanVest Financial held 30,656 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $1.72M as of Q2 2026.
  • PlanVest Financial bought 274 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $14.8K.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 1.15% of PlanVest Financial's portfolio in Q2 2026, its #24 holding.
  • PlanVest Financial first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2026 and has held it in 2 quarters since.
  • 812 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.