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

Second Half 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
2023
Q3 		– Sell
-13,822
Closed -$652K – 103
2023
Q2 		$652K Buy
+13,822
New +$633K 0.15% 95

Other funds holding NOBL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Second Half Financial Partners's NOBL Position: Q3 2023 in Review

Second Half Financial Partners sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q3 2023, closing a stake of 13,822 shares — an estimated $652K sold.

Second Half Financial Partners first reported a position in NOBL in Q2 2023 and held it in 1 quarter. The position peaked at $652K in Q2 2023. 647 funds tracked by Wall St. Rank hold NOBL as of Q3 2023.

  • Second Half Financial Partners reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 13,822 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2023, an estimated $652K.
  • Second Half Financial Partners first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $652K in Q2 2023.
  • 647 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.