SWA
NOBL icon

Sax Wealth Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Sax Wealth Advisors’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 		$1.18M Buy
11,142
+3,898
+54% +$211K 0.05% 207
2026
Q1 		$377K Hold
7,244
– – 0.02% 346
2025
Q4 		$377K Sell
7,244
-13,720
-65% -$709K 0.02% 353
2025
Q3 		$1.08M Buy
20,964
+2,212
+12% +$114K 0.06% 176
2025
Q2 		$944K Buy
18,752
+11,594
+162% +$573K 0.06% 181
2025
Q1 		$366K Buy
7,158
+2,328
+48% +$118K 0.03% 262
2024
Q4 		$240K Buy
4,830
+232
+5% +$12.2K 0.02% 298
2024
Q3 		$245K Buy
+4,598
New +$233K 0.02% 252

Other funds holding NOBL

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Sax Wealth Advisors's NOBL Position: Q2 2026 in Review

Sax Wealth Advisors increased its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 54% in Q2 2026, buying an estimated $211K and bringing the position to 11,142 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #207.

Sax Wealth Advisors first reported a position in NOBL in Q3 2024 and has held it in 8 quarters since. 191 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

  • Sax Wealth Advisors held 11,142 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $1.18M as of Q2 2026.
  • Sax Wealth Advisors bought 3,898 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $211K.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • Sax Wealth Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2024 and has held it in 8 quarters since.
  • 191 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.