Sound View Wealth Advisors Group’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Sound View Wealth Advisors 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
2026 Q2	$2.07M	Sell	36,903 -3,427	-8%	-$185K	0.13%	134
2026 Q1	$2.14M	Sell	40,330 -468	-1%	-$25.7K	0.15%	126
2025 Q4	$2.12M	Sell	40,798 -520	-1%	-$26.9K	0.14%	126
2025 Q3	$2.13M	Sell	41,318 -1,506	-4%	-$77.9K	0.15%	130
2025 Q2	$2.16M	Sell	42,824 -2,804	-6%	-$139K	0.16%	124
2025 Q1	$2.33M	Sell	45,628 -2,190	-5%	-$111K	0.19%	111
2024 Q4	$2.38M	Sell	47,818 -284	-0.6%	-$14.9K	0.19%	108
2024 Q3	$2.57M	Buy	48,102 +2,494	+5%	+$127K	0.21%	112
2024 Q2	$2.19M	Sell	45,608 -1,418	-3%	-$69.4K	0.23%	103
2024 Q1	$2.38M	Sell	47,026 -4,874	-9%	-$235K	0.25%	94
2023 Q4	$2.47M	Sell	51,900 -6,114	-11%	-$274K	0.27%	90
2023 Q3	$2.57M	Buy	58,014 +622	+1%	+$29.2K	0.32%	73
2023 Q2	$2.71M	Sell	57,392 -2,886	-5%	-$132K	0.35%	67
2023 Q1	$2.75M	Buy	60,278 +8,378	+16%	+$381K	0.38%	66
2022 Q4	$2.47M	Sell	51,900 -2,786	-5%	-$124K	0.27%	90
2022 Q3	$2.19M	Sell	54,686 -4,010	-7%	-$177K	0.49%	53
2022 Q2	$2.5M	Sell	58,696 -4,830	-8%	-$220K	0.52%	52
2022 Q1	$3.02M	Sell	63,526 -1,844	-3%	-$86.5K	0.57%	50
2021 Q4	$3.21M	Sell	65,370 -30,174	-32%	-$1.42M	0.61%	49
2021 Q3	$4.23M	Sell	95,544 -1,620	-2%	-$74.8K	0.88%	35
2021 Q2	$4.4M	Sell	97,164 -1,904	-2%	-$86.3K	0.93%	34
2021 Q1	$4.27M	Sell	99,068 -2,484	-2%	-$102K	0.99%	31
2020 Q4	$4.06M	Buy	101,552 +41,626	+69%	+$1.6M	0.99%	33
2020 Q3	$2.16M	Sell	59,926 -20	-0%	-$718	0.57%	49
2020 Q2	$2.02M	Buy	59,946 +1,826	+3%	+$58.8K	0.57%	51
2020 Q1	$1.68M	Buy	58,120 +2,218	+4%	+$77.4K	0.58%	54
2019 Q4	$2.11M	Buy	55,902 +17,698	+46%	+$649K	0.6%	55
2019 Q3	$1.37M	Buy	38,204 +14,386	+60%	+$504K	0.41%	75
2019 Q2	$826K	Buy	+23,818	New	+$811K	0.24%	105

Other funds holding NOBL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Sound View Wealth Advisors Group's NOBL Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 8.5% in Q2 2026, selling an estimated $185K and leaving 36,903 shares worth $2.07M. The position accounts for 0.13% of the portfolio, ranked #134.

Sound View Wealth Advisors Group first reported a position in NOBL in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.4M in Q2 2021. 839 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

Sound View Wealth Advisors Group held 36,903 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $2.07M as of Q2 2026.
Sound View Wealth Advisors Group sold 3,427 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $185K.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.13% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #134 holding.
Sound View Wealth Advisors Group first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2019 and has held it in 29 quarters since.
Sound View Wealth Advisors Group's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $4.4M in Q2 2021.
839 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.