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

TCI Wealth Advisors’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	-1,284	Closed	-$58.6K	–	1509
2023 Q1	$58.6K	Buy	+1,284	New	+$58.4K	0.01%	391
2019 Q4	–	Sell	-294	Closed	-$11K	–	1642
2019 Q3	$11K	Hold	294	–	–	﹤0.01%	630
2019 Q2	$10K	Sell	294 -1,528	-84%	-$52K	﹤0.01%	628
2019 Q1	$62K	Sell	1,822 -554	-23%	-$17.9K	0.03%	305
2018 Q4	$72K	Sell	2,376 -222	-9%	-$7.08K	0.03%	265
2018 Q3	$87K	Hold	2,598	–	–	0.04%	256
2018 Q2	$81K	Sell	2,598 -934	-26%	-$29.2K	0.04%	250
2018 Q1	$110K	Hold	3,532	–	–	0.05%	206
2017 Q4	$113K	Hold	3,532	–	–	0.05%	216
2017 Q3	$105K	Sell	3,532 -814	-19%	-$23.7K	0.05%	201
2017 Q2	$126K	Hold	4,346	–	–	0.06%	179
2017 Q1	$122K	Hold	4,346	–	–	0.06%	192
2016 Q4	$117K	Hold	4,346	–	–	0.06%	208
2016 Q3	$118K	Sell	4,346 -1,070	-20%	-$29.5K	0.06%	192
2016 Q2	$147K	Buy	+5,416	New	+$144K	0.08%	154

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCWA

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

TCI Wealth Advisors's NOBL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q2 2023, closing a stake of 1,284 shares — an estimated $58.6K sold.

TCI Wealth Advisors first reported a position in NOBL in Q2 2016 and held it in 15 quarters. The position peaked at $147K in Q2 2016. 646 funds tracked by Wall St. Rank hold NOBL as of Q2 2023.

TCI Wealth Advisors reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,284 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2023, an estimated $58.6K.
TCI Wealth Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2016 and held it in 15 quarters.
TCI Wealth Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $147K in Q2 2016.
646 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.