Tilia Fiduciary Partners’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Tilia Fiduciary 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
2023 Q3	–	Sell	-134	Closed	-$6.32K	–	340
2023 Q2	$6.32K	Hold	134	–	–	0.01%	414
2023 Q1	$6.11K	Hold	134	–	–	0.01%	405
2022 Q4	$6.03K	Hold	134	–	–	0.01%	393
2022 Q3	$5K	Hold	134	–	–	0.01%	424
2022 Q2	$6K	Hold	134	–	–	0.01%	420
2022 Q1	$6K	Hold	134	–	–	0.01%	442
2021 Q4	$7K	Buy	+134	New	+$6.32K	0.01%	442

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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 $79.5B AUM 27.1% 1-Year Est. Return

Tilia Fiduciary Partners's NOBL Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q3 2023, closing a stake of 134 shares — an estimated $6.32K sold.

Tilia Fiduciary Partners first reported a position in NOBL in Q4 2021 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 647 funds tracked by Wall St. Rank hold NOBL as of Q3 2023.

Tilia Fiduciary Partners reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 134 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2023, an estimated $6.32K.
Tilia Fiduciary Partners first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $7K in Q4 2021.
647 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.