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

Plotkin 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
2026 Q2	$296K	Hold	5,278	–	–	0.12%	88
2026 Q1	$280K	Hold	5,278	–	–	0.14%	81
2025 Q4	$275K	Hold	5,278	–	–	0.13%	81
2025 Q3	$272K	Hold	5,278	–	–	0.13%	80
2025 Q2	$266K	Hold	5,278	–	–	0.15%	79
2025 Q1	$270K	Hold	5,278	–	–	0.17%	75
2024 Q4	$263K	Sell	5,278 -16	-0.3%	-$841	0.16%	78
2024 Q3	$283K	Hold	5,294	–	–	0.17%	74
2024 Q2	$254K	Hold	5,294	–	–	0.16%	73
2024 Q1	$268K	Hold	5,294	–	–	0.18%	72
2023 Q4	$252K	Hold	5,294	–	–	0.19%	66
2023 Q3	$234K	Buy	5,294 +32	+0.6%	+$1.5K	0.21%	64
2023 Q2	$248K	Buy	5,262 +76	+1%	+$3.48K	0.21%	64
2023 Q1	$237K	Buy	5,186 +438	+9%	+$19.9K	0.22%	62
2022 Q4	$214K	Sell	4,748 -314	-6%	-$14K	0.22%	65
2022 Q3	$202K	Buy	+5,062	New	+$224K	0.2%	62
2020 Q4	–	Sell	-6,184	Closed	-$223K	–	74
2020 Q3	$223K	Sell	6,184 -1,574	-20%	-$56.5K	0.25%	58
2020 Q2	$261K	Sell	7,758 -4,840	-38%	-$156K	0.22%	50
2020 Q1	$363K	Sell	12,598 -1,818	-13%	-$63.4K	0.44%	38
2019 Q4	$545K	Buy	+14,416	New	+$529K	0.51%	36

Other funds holding NOBL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Plotkin Financial Advisors's NOBL Position: Q2 2026 in Review

Plotkin Financial Advisors held its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) position steady in Q2 2026 at 5,278 shares worth $296K. The position accounts for 0.12% of the portfolio, ranked #88.

Plotkin Financial Advisors first reported a position in NOBL in Q4 2019 and has held it in 20 quarters since. The position peaked at $545K in Q4 2019. 838 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

Plotkin Financial Advisors held 5,278 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $296K as of Q2 2026.
Plotkin Financial Advisors left its ProShares S&P 500 Dividend Aristocrats ETF share count unchanged in Q2 2026.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.12% of Plotkin Financial Advisors's portfolio in Q2 2026, its #88 holding.
Plotkin Financial Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2019 and has held it in 20 quarters since.
Plotkin Financial Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $545K in Q4 2019.
838 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.