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

Shira Ridge 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
2025
Q4 		– Sell
-4,368
Closed -$225K – 88
2025
Q3 		$225K Sell
4,368
-380
-8% -$19.7K 0.1% 78
2025
Q2 		$239K Hold
4,748
– – 0.11% 71
2025
Q1 		$243K Sell
4,748
-60
-1% -$3.05K 0.12% 67
2024
Q4 		$239K Sell
4,808
-4,924
-51% -$259K 0.12% 66
2024
Q3 		$519K Sell
9,732
-2,096
-18% -$106K 0.26% 53
2024
Q2 		$569K Sell
11,828
-40
-0.3% -$1.96K 0.32% 50
2024
Q1 		$602K Sell
11,868
-4,322
-27% -$208K 0.34% 47
2023
Q4 		$771K Sell
16,190
-8,090
-33% -$363K 0.46% 37
2023
Q3 		$1.07M Buy
24,280
+4,652
+24% +$218K 0.71% 27
2023
Q2 		$925K Buy
19,628
+1,980
+11% +$90.6K 0.58% 28
2023
Q1 		$805K Buy
17,648
+5,596
+46% +$255K 0.53% 31
2022
Q4 		$542K Buy
+12,052
New +$536K 0.37% 41

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
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
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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Shira Ridge Wealth Management's NOBL Position: Q4 2025 in Review

Shira Ridge Wealth Management sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2025, closing a stake of 4,368 shares — an estimated $225K sold.

Shira Ridge Wealth Management first reported a position in NOBL in Q4 2022 and held it in 12 quarters. The position peaked at $1.07M in Q3 2023. 815 funds tracked by Wall St. Rank hold NOBL as of Q4 2025.

  • Shira Ridge Wealth Management reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2025 after selling out during the quarter.
  • Shira Ridge Wealth Management sold 4,368 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2025, an estimated $225K.
  • Shira Ridge Wealth Management first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2022 and held it in 12 quarters.
  • Shira Ridge Wealth Management's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $1.07M in Q3 2023.
  • 815 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2025.

Based on Shira Ridge Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.