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

SteelPeak Wealth’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
Q4 		– Sell
-4,000
Closed -$215K – 609
2024
Q3 		$215K Sell
4,000
-2,200
-35% -$112K 0.01% 443
2024
Q2 		$300K Buy
+6,200
New +$304K 0.01% 386

Other funds holding NOBL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
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

SteelPeak Wealth's NOBL Position: Q4 2024 in Review

SteelPeak Wealth sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2024, closing a stake of 4,000 shares — an estimated $215K sold.

SteelPeak Wealth first reported a position in NOBL in Q2 2024 and held it in 2 quarters. The position peaked at $300K in Q2 2024. 795 funds tracked by Wall St. Rank hold NOBL as of Q4 2024.

  • SteelPeak Wealth reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 4,000 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2024, an estimated $215K.
  • SteelPeak Wealth first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2024 and held it in 2 quarters.
  • SteelPeak Wealth's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $300K in Q2 2024.
  • 795 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2024.

Based on SteelPeak Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.