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

SVB 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
2025 Q2	–	Sell	-250	Closed	-$12.8K	–	1214
2025 Q1	$12.8K	Buy	+250	New	+$12.7K	﹤0.01%	837
2023 Q3	–	Sell	-5,850	Closed	-$276K	–	913
2023 Q2	$276K	Hold	5,850	–	–	0.01%	712
2023 Q1	$267K	Hold	5,850	–	–	﹤0.01%	769
2022 Q4	$263K	Sell	5,850 -416	-7%	-$18.5K	﹤0.01%	796
2022 Q3	$251K	Buy	6,266 +416	+7%	+$18.4K	﹤0.01%	761
2022 Q2	$250K	Sell	5,850 -2,812	-32%	-$128K	﹤0.01%	620
2022 Q1	$411K	Buy	8,662 +680	+9%	+$31.9K	0.01%	490
2021 Q4	$392K	Hold	7,982	–	–	0.01%	501
2021 Q3	$353K	Buy	7,982 +2,382	+43%	+$110K	﹤0.01%	717
2021 Q2	$254K	Hold	5,600	–	–	﹤0.01%	819
2021 Q1	$242K	Hold	5,600	–	–	﹤0.01%	777
2020 Q4	$224K	Sell	5,600 -592	-10%	-$22.8K	﹤0.01%	720
2020 Q3	$223K	Buy	+6,192	New	+$222K	﹤0.01%	609
2020 Q1	–	Sell	-7,036	Closed	-$266K	–	655
2019 Q4	$266K	Buy	7,036 +1,436	+26%	+$52.7K	﹤0.01%	518
2019 Q3	$200K	Sell	5,600 -440	-7%	-$15.4K	﹤0.01%	495
2019 Q2	$209K	Buy	+6,040	New	+$206K	0.01%	495

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAM

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SVB Wealth's NOBL Position: Q2 2025 in Review

SVB Wealth sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q2 2025, closing a stake of 250 shares — an estimated $12.8K sold.

SVB Wealth first reported a position in NOBL in Q2 2019 and held it in 16 quarters. The position peaked at $411K in Q1 2022. 758 funds tracked by Wall St. Rank hold NOBL as of Q2 2025.

SVB Wealth reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 250 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2025, an estimated $12.8K.
SVB Wealth first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2019 and held it in 16 quarters.
SVB Wealth's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $411K in Q1 2022.
758 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.