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

Smallwood Wealth Investment 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	$5.73K	Sell	102 -352	-78%	-$19.1K	﹤0.01%	359
2026 Q1	$24.1K	Hold	454	–	–	0.01%	244
2025 Q4	$23.6K	Hold	454	–	–	0.01%	240
2025 Q3	$23.4K	Hold	454	–	–	0.01%	248
2025 Q2	$22.9K	Hold	454	–	–	0.01%	244
2025 Q1	$23.2K	Buy	+454	New	+$23.1K	0.01%	235

Other funds holding NOBL

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

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Smallwood Wealth Investment Management's NOBL Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 78% in Q2 2026, selling an estimated $19.1K and leaving 102 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Smallwood Wealth Investment Management first reported a position in NOBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.1K in Q1 2026. 414 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

Smallwood Wealth Investment Management held 102 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $5.73K as of Q2 2026.
Smallwood Wealth Investment Management sold 352 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $19.1K.
ProShares S&P 500 Dividend Aristocrats ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #359 holding.
Smallwood Wealth Investment Management first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $24.1K in Q1 2026.
414 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.