United Capital Financial Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

United Capital Financial 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
2026 Q1	$12.8M	Sell	241,656 -8,700	-3%	-$477K	0.08%	202
2025 Q4	$13M	Buy	+250,356	New	+$12.9M	0.08%	198
2023 Q1	–	Sell	-8,030	Closed	-$361K	–	1036
2022 Q4	$361K	Sell	8,030 -2,524	-24%	-$112K	﹤0.01%	829
2022 Q3	$422K	Sell	10,554 -90	-0.8%	-$3.98K	﹤0.01%	797
2022 Q2	$454K	Buy	10,644 +1,206	+13%	+$54.9K	﹤0.01%	821
2022 Q1	$448K	Hold	9,438	–	–	﹤0.01%	866
2021 Q4	$463K	Sell	9,438 -690	-7%	-$32.6K	﹤0.01%	884
2021 Q3	$448K	Buy	10,128 +1,700	+20%	+$78.5K	﹤0.01%	888
2021 Q2	$382K	Buy	+8,428	New	+$382K	﹤0.01%	956

Other funds holding NOBL

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return