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Squar Milner Financial Services’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-200
Closed -$5K – 526
2020
Q1 		$5K Buy
200
+60
+43% +$2.09K ﹤0.01% 599
2019
Q4 		$5K Buy
+140
New +$5.13K ﹤0.01% 642

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Squar Milner Financial Services's NOBL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q2 2020, closing a stake of 200 shares — an estimated $5K sold.

Squar Milner Financial Services first reported a position in NOBL in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q1 2020. 347 funds tracked by Wall St. Rank hold NOBL as of Q2 2020.

  • Squar Milner Financial Services reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 200 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2020, an estimated $5K.
  • Squar Milner Financial Services first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $5K in Q1 2020.
  • 347 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.