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

Professional Planning’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
2021
Q3 		$323K Buy
7,314
+342
+5% +$15.8K 0.15% 98
2021
Q2 		$315K Buy
+6,972
New +$316K 0.14% 99

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 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

Professional Planning's NOBL Position: Q3 2021 in Review

Professional Planning increased its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 4.9% in Q3 2021, buying an estimated $15.8K and bringing the position to 7,314 shares worth $323K. The position accounts for 0.15% of the portfolio, ranked #98.

Professional Planning first reported a position in NOBL in Q2 2021 and has held it in 2 quarters since. 455 funds tracked by Wall St. Rank hold NOBL as of Q3 2021.

  • Professional Planning held 7,314 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $323K as of Q3 2021.
  • Professional Planning bought 342 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2021, an estimated $15.8K.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 0.15% of Professional Planning's portfolio in Q3 2021, its #98 holding.
  • Professional Planning first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2021 and has held it in 2 quarters since.
  • 455 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.