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

Summit 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
2025
Q4 		– Sell
-25,544
Closed -$1.32M – 218
2025
Q3 		$1.32M Hold
25,544
– – 0.24% 71
2025
Q2 		$1.29M Hold
25,544
– – 0.25% 69
2025
Q1 		$1.31M Hold
25,544
– – 0.26% 66
2024
Q4 		$1.27M Sell
25,544
-3,172
-11% -$167K 0.26% 67
2024
Q3 		$1.53M Sell
28,716
-2,092
-7% -$106K 0.3% 67
2024
Q2 		$1.48M Sell
30,808
-4,704
-13% -$230K 0.31% 65
2024
Q1 		$1.8M Buy
35,512
+2
+0% +$96 0.38% 50
2023
Q4 		$1.69M Buy
35,510
+4
+0% +$179 0.39% 48
2023
Q3 		$1.57M Sell
35,506
-1,124
-3% -$52.8K 0.4% 43
2023
Q2 		$1.73M Buy
36,630
+510
+1% +$23.3K 0.43% 42
2023
Q1 		$1.65M Sell
36,120
-1,512
-4% -$68.8K 0.42% 44
2022
Q4 		$1.69M Buy
37,632
+1,516
+4% +$67.4K 0.45% 43
2022
Q3 		$1.44M Sell
36,116
-1,730
-5% -$76.5K 0.41% 44
2022
Q2 		$1.62M Sell
37,846
-2,568
-6% -$117K 0.43% 40
2022
Q1 		$1.92M Buy
40,414
+8
+0% +$375 0.43% 35
2021
Q4 		$1.98M Buy
40,406
+16
+0% +$755 0.43% 36
2021
Q3 		$1.79M Buy
40,390
+2,250
+6% +$104K 0.42% 36
2021
Q2 		$1.73M Buy
38,140
+12
+0% +$544 0.41% 36
2021
Q1 		$1.64M Buy
38,128
+2,474
+7% +$102K 0.42% 38
2020
Q4 		$1.42M Buy
35,654
+14
+0% +$539 0.39% 40
2020
Q3 		$1.29M Buy
35,640
+1,496
+4% +$53.7K 0.39% 45
2020
Q2 		$1.15M Sell
34,144
-1,370
-4% -$44.1K 0.37% 50
2020
Q1 		$1.02M Sell
35,514
-9,214
-21% -$321K 0.42% 41
2019
Q4 		$1.69M Buy
+44,728
New +$1.64M 0.58% 32

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Summit Wealth Partners's NOBL Position: Q4 2025 in Review

Summit Wealth Partners sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2025, closing a stake of 25,544 shares — an estimated $1.32M sold.

Summit Wealth Partners first reported a position in NOBL in Q4 2019 and held it in 24 quarters. The position peaked at $1.98M in Q4 2021. 816 funds tracked by Wall St. Rank hold NOBL as of Q4 2025.

  • Summit Wealth Partners reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Partners sold 25,544 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2025, an estimated $1.32M.
  • Summit Wealth Partners first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2019 and held it in 24 quarters.
  • Summit Wealth Partners's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $1.98M in Q4 2021.
  • 816 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2025.

Based on Summit Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.