Succession Financial’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Succession Financial’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 Q2	$1.12M	Buy	+19,980	New	+$1.08M	1.07%	13

Other funds holding NOBL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCWA

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Succession Financial's NOBL Position: Q2 2026 in Review

Succession Financial opened a new position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q2 2026: 19,980 shares worth $1.12M. The stake represents 1.07% of the portfolio and ranks #13 among its holdings.

812 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

Succession Financial held 19,980 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $1.12M as of Q2 2026.
ProShares S&P 500 Dividend Aristocrats ETF was a new Succession Financial position in Q2 2026.
ProShares S&P 500 Dividend Aristocrats ETF made up 1.07% of Succession Financial's portfolio in Q2 2026, its #13 holding.
812 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.