SageView Advisory Group’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

SageView Advisory 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 Q4	$450K	Sell	8,646 -1,318	-13%	-$68.1K	0.02%	380
2025 Q3	$513K	Buy	9,964 +482	+5%	+$24.9K	0.02%	378
2025 Q2	$491K	Sell	9,482 -2,966	-24%	-$147K	0.02%	370
2025 Q1	$636K	Buy	12,448 +4,838	+64%	+$246K	0.03%	294
2024 Q4	$379K	Sell	7,610 -1,652	-18%	-$86.9K	0.02%	394
2024 Q3	$494K	Buy	9,262 +904	+11%	+$45.9K	0.03%	301
2024 Q2	$402K	Buy	+8,358	New	+$409K	0.02%	375
2024 Q1	–	Sell	-9,086	Closed	-$435K	–	692
2023 Q4	$435K	Sell	9,086 -862	-9%	-$38.6K	0.02%	421
2023 Q3	$440K	Sell	9,948 -126	-1%	-$5.92K	0.03%	349
2023 Q2	$475K	Sell	10,074 -822	-8%	-$37.6K	0.03%	363
2023 Q1	$497K	Buy	10,896 +1,488	+16%	+$67.7K	0.03%	308
2022 Q4	$423K	Buy	+9,408	New	+$418K	0.03%	265

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

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

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 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

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

SageView Advisory Group's NOBL Position: Q4 2025 in Review

SageView Advisory Group reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 13% in Q4 2025, selling an estimated $68.1K and leaving 8,646 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #380.

SageView Advisory Group first reported a position in NOBL in Q4 2022 and has held it in 12 quarters since. The position peaked at $636K in Q1 2025. 815 funds tracked by Wall St. Rank hold NOBL as of Q4 2025.

SageView Advisory Group held 8,646 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $450K as of Q4 2025.
SageView Advisory Group sold 1,318 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2025, an estimated $68.1K.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #380 holding.
SageView Advisory Group first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $636K in Q1 2025.
815 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.