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 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

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

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Root Financial Partners's NOBL Position: Q2 2026 in Review

Root Financial Partners sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q2 2026, closing a stake of 8 shares — an estimated $424 sold.

Root Financial Partners first reported a position in NOBL in Q3 2025 and held it in 3 quarters. The position peaked at $154K in Q4 2025. 839 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

Root Financial Partners reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 8 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $424.
Root Financial Partners first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $154K in Q4 2025.
839 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.