Spectrum Wealth Counsel’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Spectrum Wealth Counsel’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
2024 Q3	–	Sell	-20	Closed	-$962	–	424
2024 Q2	$962	Hold	20	–	–	﹤0.01%	356
2024 Q1	$1.01K	Hold	20	–	–	﹤0.01%	358
2023 Q4	$952	Buy	+20	New	+$896	﹤0.01%	314

Other funds holding NOBL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Spectrum Wealth Counsel's NOBL Position: Q3 2024 in Review

Spectrum Wealth Counsel sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q3 2024, closing a stake of 20 shares — an estimated $962 sold.

Spectrum Wealth Counsel first reported a position in NOBL in Q4 2023 and held it in 3 quarters. The position peaked at $1.01K in Q1 2024. 744 funds tracked by Wall St. Rank hold NOBL as of Q3 2024.

Spectrum Wealth Counsel reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q3 2024 after selling out during the quarter.
Spectrum Wealth Counsel sold 20 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2024, an estimated $962.
Spectrum Wealth Counsel first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2023 and held it in 3 quarters.
Spectrum Wealth Counsel's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $1.01K in Q1 2024.
744 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q3 2024, filed 8 Nov 2024.