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

TrinityPoint 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
2024
Q4 		$245K Buy
4,924
+838
+21% +$44.1K 0.03% 291
2024
Q3 		$218K Buy
+4,086
New +$207K 0.03% 304

Other funds holding NOBL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

TrinityPoint Wealth's NOBL Position: Q4 2024 in Review

TrinityPoint Wealth increased its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 21% in Q4 2024, buying an estimated $44.1K and bringing the position to 4,924 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #291.

TrinityPoint Wealth first reported a position in NOBL in Q3 2024 and has held it in 2 quarters since. 795 funds tracked by Wall St. Rank hold NOBL as of Q4 2024.

  • TrinityPoint Wealth held 4,924 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $245K as of Q4 2024.
  • TrinityPoint Wealth bought 838 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2024, an estimated $44.1K.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #291 holding.
  • TrinityPoint Wealth first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2024 and has held it in 2 quarters since.
  • 795 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.