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

Root Financial Partners’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 Q3	$61K	Buy	+1,128	New	+$64.4K	﹤0.01%	980
2026 Q2	–	Sell	-8	Closed	-$424	–	2204
2026 Q1	$424	Sell	8 -2,952	-100%	-$162K	﹤0.01%	2920
2025 Q4	$154K	Hold	2,960	–	–	0.01%	341
2025 Q3	$153K	Buy	+2,960	New	+$153K	0.01%	332

Other funds holding NOBL

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Root Financial Partners's NOBL Position: Q3 2026 in Review

Root Financial Partners opened a new position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q3 2026: 1,128 shares worth $61K. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NOBL as recently as Q1 2026.

Root Financial Partners first reported a position in NOBL in Q3 2025 and has held it in 4 quarters since. The position peaked at $154K in Q4 2025. 361 funds tracked by Wall St. Rank hold NOBL as of Q3 2026.

Root Financial Partners held 1,128 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $61K as of Q3 2026.
ProShares S&P 500 Dividend Aristocrats ETF was a new Root Financial Partners position in Q3 2026.
ProShares S&P 500 Dividend Aristocrats ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #980 holding.
Root Financial Partners first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $154K in Q4 2025.
361 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.