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

Strategic Wealth Partners’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 Q1	$150K	Sell	2,822 -200	-7%	-$11K	0.01%	338
2025 Q4	$157K	Buy	3,022 +82	+3%	+$4.24K	0.01%	348
2025 Q3	$152K	Sell	2,940 -450	-13%	-$23.3K	0.01%	371
2025 Q2	$171K	Buy	+3,390	New	+$168K	0.01%	337
2024 Q4	–	Sell	-7,654	Closed	-$409K	–	327
2024 Q3	$409K	Buy	7,654 +606	+9%	+$30.8K	0.04%	220
2024 Q2	$339K	Sell	7,048 -530	-7%	-$25.9K	0.04%	224
2024 Q1	$384K	Sell	7,578 -762	-9%	-$36.7K	0.04%	212
2023 Q4	$397K	Sell	8,340 -2,258	-21%	-$101K	0.05%	208
2023 Q3	$469K	Sell	10,598 -2,722	-20%	-$128K	0.06%	203
2023 Q2	$628K	Sell	13,320 -3,672	-22%	-$168K	0.08%	188
2023 Q1	$775K	Buy	16,992 +2,442	+17%	+$111K	0.12%	147
2022 Q4	$655K	Buy	14,550 +254	+2%	+$11.3K	0.12%	152
2022 Q3	$572K	Buy	14,296 +6,900	+93%	+$305K	0.12%	166
2022 Q2	$316K	Buy	+7,396	New	+$337K	0.07%	193
2018 Q2	–	Sell	-432	Closed	-$13K	–	803
2018 Q1	$13K	Buy	+432	New	+$13.9K	0.01%	456

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

CCWA

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

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Strategic Wealth Partners's NOBL Position: Q1 2026 in Review

Strategic Wealth Partners reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 6.6% in Q1 2026, selling an estimated $11K and leaving 2,822 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #338.

Strategic Wealth Partners first reported a position in NOBL in Q1 2018 and has held it in 15 quarters since. The position peaked at $775K in Q1 2023. 817 funds tracked by Wall St. Rank hold NOBL as of Q1 2026.

Strategic Wealth Partners held 2,822 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $150K as of Q1 2026.
Strategic Wealth Partners sold 200 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2026, an estimated $11K.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #338 holding.
Strategic Wealth Partners first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2018 and has held it in 15 quarters since.
Strategic Wealth Partners's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $775K in Q1 2023.
817 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.