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

Prosperity Financial 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
2025 Q1	–	Sell	-6,048	Closed	-$301K	–	187
2024 Q4	$301K	Buy	6,048 +124	+2%	+$6.52K	0.15%	119
2024 Q3	$316K	Sell	5,924 -74	-1%	-$3.76K	0.18%	109
2024 Q2	$288K	Sell	5,998 -3,452	-37%	-$169K	0.18%	106
2024 Q1	$479K	Sell	9,450 -62,240	-87%	-$3M	0.3%	81
2023 Q4	$3.41M	Sell	71,690 -4,032	-5%	-$181K	2.37%	10
2023 Q3	$3.35M	Buy	75,722 +50,234	+197%	+$2.36M	2.77%	9
2023 Q2	$1.2M	Buy	25,488 +20,216	+383%	+$925K	1.06%	24
2023 Q1	$241K	Buy	+5,272	New	+$240K	0.24%	87

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prosperity Financial Group's NOBL Position: Q1 2025 in Review

Prosperity Financial Group sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q1 2025, closing a stake of 6,048 shares — an estimated $301K sold.

Prosperity Financial Group first reported a position in NOBL in Q1 2023 and held it in 8 quarters. The position peaked at $3.41M in Q4 2023. 769 funds tracked by Wall St. Rank hold NOBL as of Q1 2025.

Prosperity Financial Group reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q1 2025 after selling out during the quarter.
Prosperity Financial Group sold 6,048 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2025, an estimated $301K.
Prosperity Financial Group first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2023 and held it in 8 quarters.
Prosperity Financial Group's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $3.41M in Q4 2023.
769 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2025.

Based on Prosperity Financial Group's 13F filing for Q1 2025, filed 15 May 2025.