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WealthPlan Investment Management’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

WealthPlan Investment Management’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
Q2 		$1.25M Sell
22,262
-470
-2% -$25.4K 0.06% 210
2026
Q1 		$1.2M Buy
+22,732
New +$1.25M 0.07% 198
2025
Q4 		– Sell
-4,018
Closed -$207K – 387
2025
Q3 		$207K Sell
4,018
-10,110
-72% -$523K 0.01% 321
2025
Q2 		$711K Sell
14,128
-1,944
-12% -$96.1K 0.05% 205
2025
Q1 		$821K Sell
16,072
-982
-6% -$49.9K 0.08% 143
2024
Q4 		$849K Sell
17,054
-92
-0.5% -$4.84K 0.08% 136
2024
Q3 		$915K Buy
+17,146
New +$870K 0.09% 133
2023
Q3 		– Sell
-1,216
Closed -$57.3K – 276
2023
Q2 		$57.3K Buy
1,216
+398
+49% +$18.2K 0.02% 192
2023
Q1 		$37.3K Sell
818
-20,632
-96% -$938K 0.01% 269
2022
Q4 		$1M Buy
21,450
+11,166
+109% +$496K 0.07% 177
2022
Q3 		$476K Buy
+10,284
New +$455K 0.03% 249
2022
Q1 		$346K Buy
+7,548
New +$354K 0.02% 298

Other funds holding NOBL

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $305M AUM

WealthPlan Investment Management's NOBL Position: Q2 2026 in Review

WealthPlan Investment Management reduced its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 2.1% in Q2 2026, selling an estimated $25.4K and leaving 22,262 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #210.

WealthPlan Investment Management first reported a position in NOBL in Q1 2022 and has held it in 12 quarters since. 343 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

  • WealthPlan Investment Management held 22,262 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $1.25M as of Q2 2026.
  • WealthPlan Investment Management sold 470 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $25.4K.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 0.06% of WealthPlan Investment Management's portfolio in Q2 2026, its #210 holding.
  • WealthPlan Investment Management first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2022 and has held it in 12 quarters since.
  • 343 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.