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Roble Belko & Company’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Roble Belko & Company’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
2024
Q4 		– Sell
-84
Closed -$5K – 402
2024
Q3 		$5K Hold
84
– – ﹤0.01% 260
2024
Q2 		$4K Buy
+84
New +$4.11K ﹤0.01% 271

Other funds holding NOBL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
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 $570B AUM 27.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Roble Belko & Company's NOBL Position: Q4 2024 in Review

Roble Belko & Company sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2024, closing a stake of 84 shares — an estimated $5K sold.

Roble Belko & Company first reported a position in NOBL in Q2 2024 and held it in 2 quarters. The position peaked at $5K in Q3 2024. 795 funds tracked by Wall St. Rank hold NOBL as of Q4 2024.

  • Roble Belko & Company reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2024 after selling out during the quarter.
  • Roble Belko & Company sold 84 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2024, an estimated $5K.
  • Roble Belko & Company first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2024 and held it in 2 quarters.
  • Roble Belko & Company's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $5K in Q3 2024.
  • 795 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2024.

Based on Roble Belko & Company's 13F filing for Q4 2024, filed 14 Jan 2025.