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Successful Portfolios’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Successful Portfolios’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
2023
Q2 		– Sell
-5,018
Closed -$229K – 177
2023
Q1 		$229K Sell
5,018
-14
-0.3% -$637 0.14% 163
2022
Q4 		$226K Buy
+5,032
New +$224K 0.15% 161

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Successful Portfolios's NOBL Position: Q2 2023 in Review

Successful Portfolios sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q2 2023, closing a stake of 5,018 shares — an estimated $229K sold.

Successful Portfolios first reported a position in NOBL in Q4 2022 and held it in 2 quarters. The position peaked at $229K in Q1 2023. 646 funds tracked by Wall St. Rank hold NOBL as of Q2 2023.

  • Successful Portfolios reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q2 2023 after selling out during the quarter.
  • Successful Portfolios sold 5,018 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2023, an estimated $229K.
  • Successful Portfolios first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2022 and held it in 2 quarters.
  • Successful Portfolios's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $229K in Q1 2023.
  • 646 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2023.

Based on Successful Portfolios's 13F filing for Q2 2023, filed 20 Jul 2023.