Sherman Wealth Management’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Sherman Wealth Management’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	$273K	Sell	4,866 -222	-4%	-$12K	0.21%	71
2026 Q1	$270K	Sell	5,088 -644	-11%	-$35.3K	0.23%	66
2025 Q4	$298K	Buy	+5,732	New	+$296K	0.26%	63

Other funds holding NOBL

LPL Financial San Diego, California $445B AUM 25.58% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sherman Wealth Management's NOBL Position: Q2 2026 in Review

Sherman Wealth Management reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 4.4% in Q2 2026, selling an estimated $12K and leaving 4,866 shares worth $273K. The position accounts for 0.21% of the portfolio, ranked #71.

Sherman Wealth Management first reported a position in NOBL in Q4 2025 and has held it in 3 quarters since. The position peaked at $298K in Q4 2025. 603 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

Sherman Wealth Management held 4,866 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $273K as of Q2 2026.
Sherman Wealth Management sold 222 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $12K.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.21% of Sherman Wealth Management's portfolio in Q2 2026, its #71 holding.
Sherman Wealth Management first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2025 and has held it in 3 quarters since.
Sherman Wealth Management's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $298K in Q4 2025.
603 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

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