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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Root Financial Partners's NOBL Position: Q1 2026 in Review

Root Financial Partners reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 100% in Q1 2026, selling an estimated $162K and leaving 8 shares worth $424. The position accounts for ﹤0.01% of the portfolio, ranked #2920.

Root Financial Partners first reported a position in NOBL in Q3 2025 and has held it in 3 quarters since. The position peaked at $154K in Q4 2025. 818 funds tracked by Wall St. Rank hold NOBL as of Q1 2026.

Root Financial Partners held 8 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $424 as of Q1 2026.
Root Financial Partners sold 2,952 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2026, an estimated $162K.
ProShares S&P 500 Dividend Aristocrats ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2920 holding.
Root Financial Partners first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $154K in Q4 2025.
818 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.