tru Independence’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

tru Independence’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
2021 Q3	–	Sell	-838	Closed	-$38K	–	295
2021 Q2	$38K	Buy	+838	New	+$38K	0.01%	245
2020 Q1	–	Sell	-820	Closed	-$24K	–	851
2019 Q4	$24K	Buy	+820	New	+$30.1K	﹤0.01%	471

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

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

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

tru Independence's NOBL Position: Q3 2021 in Review

tru Independence sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q3 2021, closing a stake of 838 shares — an estimated $38K sold.

tru Independence first reported a position in NOBL in Q4 2019 and held it in 2 quarters. The position peaked at $38K in Q2 2021. 455 funds tracked by Wall St. Rank hold NOBL as of Q3 2021.

tru Independence reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q3 2021 after selling out during the quarter.
tru Independence sold 838 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2021, an estimated $38K.
tru Independence first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2019 and held it in 2 quarters.
tru Independence's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $38K in Q2 2021.
455 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.