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

US 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
2025
Q1 		$293K Hold
5,732
– – 0.09% 80
2024
Q4 		$285K Buy
5,732
+22
+0.4% +$1.16K 0.09% 72
2024
Q3 		$305K Buy
5,710
+12
+0.2% +$609 0.09% 69
2024
Q2 		$274K Sell
5,698
-112
-2% -$5.48K 0.09% 73
2024
Q1 		$295K Buy
5,810
+8
+0.1% +$385 0.1% 63
2023
Q4 		$276K Buy
5,802
+14
+0.2% +$627 0.1% 64
2023
Q3 		$256K Sell
5,788
-288
-5% -$13.5K 0.11% 62
2023
Q2 		$286K Sell
6,076
-90
-1% -$4.12K 0.12% 58
2023
Q1 		$281K Buy
6,166
+8
+0.1% +$364 0.13% 61
2022
Q4 		$277K Sell
6,158
-318
-5% -$14.1K 0.14% 60
2022
Q3 		$259K Buy
6,476
+12
+0.2% +$530 0.15% 45
2022
Q2 		$276K Buy
6,464
+10
+0.2% +$455 0.16% 44
2022
Q1 		$306K Buy
6,454
+94
+1% +$4.41K 0.15% 53
2021
Q4 		$312K Buy
6,360
+732
+13% +$34.5K 0.14% 52
2021
Q3 		$249K Sell
5,628
-214
-4% -$9.88K 0.12% 54
2021
Q2 		$265K Sell
5,842
-128
-2% -$5.8K 0.13% 58
2021
Q1 		$258K Buy
5,970
+642
+12% +$26.4K 0.07% 128
2020
Q4 		$213K Buy
+5,328
New +$205K 0.06% 125

Other funds holding NOBL

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

US Financial Advisors's NOBL Position: Q1 2025 in Review

US Financial Advisors held its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) position steady in Q1 2025 at 5,732 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #80.

US Financial Advisors first reported a position in NOBL in Q4 2020 and has held it in 18 quarters since. The position peaked at $312K in Q4 2021. 767 funds tracked by Wall St. Rank hold NOBL as of Q1 2025.

  • US Financial Advisors held 5,732 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $293K as of Q1 2025.
  • US Financial Advisors left its ProShares S&P 500 Dividend Aristocrats ETF share count unchanged in Q1 2025.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 0.09% of US Financial Advisors's portfolio in Q1 2025, its #80 holding.
  • US Financial Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2020 and has held it in 18 quarters since.
  • US Financial Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $312K in Q4 2021.
  • 767 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.