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Smart Money Group’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Smart Money Group’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
Q1 		– Sell
-5,104
Closed -$254K – 91
2024
Q4 		$254K Sell
5,104
-30
-0.6% -$1.58K 0.09% 93
2024
Q3 		$266K Sell
5,134
-2
-0% -$102 0.09% 89
2024
Q2 		$260K Sell
5,136
-24
-0.5% -$1.18K 0.09% 86
2024
Q1 		$249K Buy
5,160
+18
+0.4% +$867 0.1% 84
2023
Q4 		$245K Sell
5,142
-4,516
-47% -$202K 0.11% 74
2023
Q3 		$428K Sell
9,658
-38,396
-80% -$1.8M 0.2% 54
2023
Q2 		$2.27M Buy
48,054
+42,108
+708% +$1.93M 1.08% 28
2023
Q1 		$277K Sell
5,946
-8,914
-60% -$405K 0.14% 44
2022
Q4 		$669K Buy
14,860
+84
+0.6% +$3.73K 0.35% 29
2022
Q3 		$591K Sell
14,776
-136
-0.9% -$6.01K 0.4% 27
2022
Q2 		$636K Sell
14,912
-1,568
-10% -$71.4K 0.44% 30
2022
Q1 		$782K Buy
16,480
+10,908
+196% +$512K 0.53% 32
2021
Q4 		$274K Buy
5,572
+36
+0.7% +$1.7K 0.18% 60
2021
Q3 		$245K Sell
5,536
-9,780
-64% -$452K 0.18% 59
2021
Q2 		$516K Buy
15,316
+9,852
+180% +$446K 0.59% 27
2021
Q1 		$236K Buy
5,464
+24
+0.4% +$987 0.2% 56
2020
Q4 		$217K Buy
+5,440
New +$210K 0.18% 53
2020
Q3 		– Sell
-15,316
Closed -$516K – 95
2020
Q2 		$516K Sell
15,316
-1,904
-11% -$61.3K 0.31% 53
2020
Q1 		$497K Buy
17,220
+5,194
+43% +$181K 0.35% 55
2019
Q4 		$454K Buy
+12,026
New +$441K 0.27% 57

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Smart Money Group's NOBL Position: Q1 2025 in Review

Smart Money Group sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q1 2025, closing a stake of 5,104 shares — an estimated $254K sold.

Smart Money Group first reported a position in NOBL in Q4 2019 and held it in 20 quarters. The position peaked at $2.27M in Q2 2023. 767 funds tracked by Wall St. Rank hold NOBL as of Q1 2025.

  • Smart Money Group reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q1 2025 after selling out during the quarter.
  • Smart Money Group sold 5,104 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2025, an estimated $254K.
  • Smart Money Group first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2019 and held it in 20 quarters.
  • Smart Money Group's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $2.27M in Q2 2023.
  • 767 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2025.

Based on Smart Money Group's 13F filing for Q1 2025, filed 28 Apr 2025.