UFPG
NOBL icon

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

United Financial Planning Group’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
-68
Closed -$3.5K – 504
2025
Q3 		$3.5K Buy
+68
New +$3.52K ﹤0.01% 187

Other funds holding NOBL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

United Financial Planning Group's NOBL Position: Q4 2025 in Review

United Financial Planning Group sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2025, closing a stake of 68 shares — an estimated $3.5K sold.

United Financial Planning Group first reported a position in NOBL in Q3 2025 and held it in 1 quarter. The position peaked at $3.5K in Q3 2025. 818 funds tracked by Wall St. Rank hold NOBL as of Q4 2025.

  • United Financial Planning Group reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2025 after selling out during the quarter.
  • United Financial Planning Group sold 68 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2025, an estimated $3.5K.
  • United Financial Planning Group first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2025 and held it in 1 quarter.
  • United Financial Planning Group's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $3.5K in Q3 2025.
  • 818 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2025.

Based on United Financial Planning Group's 13F filing for Q4 2025, filed 11 Feb 2026.