Tortoise Investment Management’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Tortoise Investment Management’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	-218	Closed	-$11.2K	–	1018
2025 Q3	$11.2K	Hold	218	–	–	﹤0.01%	599
2025 Q2	$11K	Hold	218	–	–	﹤0.01%	597
2025 Q1	$11.1K	Hold	218	–	–	﹤0.01%	577
2024 Q4	$10.9K	Hold	218	–	–	﹤0.01%	623
2024 Q3	$11.6K	Hold	218	–	–	﹤0.01%	621
2024 Q2	$10.5K	Hold	218	–	–	﹤0.01%	624
2024 Q1	$11.1K	Hold	218	–	–	﹤0.01%	613
2023 Q4	$10.4K	Hold	218	–	–	﹤0.01%	571
2023 Q3	$9.65K	Hold	218	–	–	﹤0.01%	565
2023 Q2	$10.3K	Hold	218	–	–	﹤0.01%	555
2023 Q1	$9.95K	Hold	218	–	–	﹤0.01%	550
2022 Q4	$9.81K	Hold	218	–	–	﹤0.01%	540
2022 Q3	$9K	Hold	218	–	–	﹤0.01%	544
2022 Q2	$9K	Hold	218	–	–	﹤0.01%	532
2022 Q1	$10K	Hold	218	–	–	﹤0.01%	498
2021 Q4	$11K	Hold	218	–	–	﹤0.01%	473
2021 Q3	$10K	Hold	218	–	–	﹤0.01%	470
2021 Q2	$10K	Hold	218	–	–	﹤0.01%	467
2021 Q1	$9K	Hold	218	–	–	﹤0.01%	453
2020 Q4	$9K	Hold	218	–	–	﹤0.01%	431
2020 Q3	$8K	Buy	+218	New	+$7.82K	﹤0.01%	408

Other funds holding NOBL

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 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

Tortoise Investment Management's NOBL Position: Q4 2025 in Review

Tortoise Investment Management sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2025, closing a stake of 218 shares — an estimated $11.2K sold.

Tortoise Investment Management first reported a position in NOBL in Q3 2020 and held it in 21 quarters. The position peaked at $11.6K in Q3 2024. 818 funds tracked by Wall St. Rank hold NOBL as of Q4 2025.

Tortoise Investment Management reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 218 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2025, an estimated $11.2K.
Tortoise Investment Management first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2020 and held it in 21 quarters.
Tortoise Investment Management's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $11.6K in Q3 2024.
818 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.