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WealthPLAN Partners’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

WealthPLAN Partners’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 		$368K Buy
6,555
+5
+0.1% +$271 0.07% 181
2026
Q1 		$347K Sell
6,550
-19,290
-75% -$1.06M 0.07% 176
2025
Q4 		$1.34M Sell
25,840
-2,370
-8% -$123K 0.2% 111
2025
Q3 		$1.45M Sell
28,210
-646
-2% -$33.4K 0.22% 106
2025
Q2 		$1.45M Buy
28,856
+5,310
+23% +$262K 0.23% 101
2025
Q1 		$1.2M Sell
23,546
-28,468
-55% -$1.45M 0.17% 116
2024
Q4 		$2.59M Buy
52,014
+32,036
+160% +$1.68M 0.37% 76
2024
Q3 		$1.07M Sell
19,978
-18,450
-48% -$937K 0.14% 123
2024
Q2 		$1.85M Buy
38,428
+10,552
+38% +$517K 0.2% 112
2024
Q1 		$1.41M Buy
27,876
+7,426
+36% +$358K 0.15% 137
2023
Q4 		$973K Buy
20,450
+10,136
+98% +$454K 0.1% 158
2023
Q3 		$457K Buy
10,314
+168
+2% +$7.89K 0.05% 212
2023
Q2 		$478K Sell
10,146
-1,332
-12% -$61K 0.07% 196
2023
Q1 		$524K Sell
11,478
-9,972
-46% -$454K 0.06% 189
2022
Q4 		$996K Buy
+21,450
New +$953K 0.07% 177
2022
Q1 		$346K Sell
7,548
-12
-0.2% -$563 0.02% 298
2021
Q4 		$356K Buy
7,560
+2
+0% +$94 0.02% 295
2021
Q3 		$362K Sell
7,558
-840
-10% -$38.8K 0.02% 295
2021
Q2 		$396K Buy
8,398
+80
+1% +$3.62K 0.03% 260
2021
Q1 		$381K Sell
8,318
-8,422
-50% -$346K 0.03% 251
2020
Q4 		$672K Buy
16,740
+8,570
+105% +$330K 0.06% 179
2020
Q3 		$315K Sell
8,170
-100
-1% -$3.59K 0.03% 250
2020
Q2 		$304K Sell
8,270
-16,692
-67% -$537K 0.03% 235
2020
Q1 		$763K Buy
24,962
+9,860
+65% +$344K 0.1% 120
2019
Q4 		$575K Buy
15,102
+6,946
+85% +$255K 0.07% 149
2019
Q3 		$302K Buy
8,156
+1,372
+20% +$48K 0.04% 185
2019
Q2 		$234K Sell
6,784
-20,648
-75% -$703K 0.04% 212
2019
Q1 		$918K Buy
27,432
+216
+0.8% +$6.99K 0.14% 112
2018
Q4 		$903K Buy
+27,216
New +$868K 0.15% 108
2017
Q2 		– Sell
-906
Closed -$25.3K – 336
2017
Q1 		$25.3K Buy
+906
New +$25.1K 0.09% 160
2016
Q3 		$847K Buy
31,614
+2,730
+9% +$75.3K 0.28% 60
2016
Q2 		$418K Buy
+28,884
New +$766K 0.05% 229

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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

WealthPLAN Partners's NOBL Position: Q2 2026 in Review

WealthPLAN Partners increased its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 0.08% in Q2 2026, buying an estimated $271 and bringing the position to 6,555 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #181.

WealthPLAN Partners first reported a position in NOBL in Q2 2016 and has held it in 32 quarters since. The position peaked at $2.59M in Q4 2024. 838 funds tracked by Wall St. Rank hold NOBL as of Q2 2026.

  • WealthPLAN Partners held 6,555 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $368K as of Q2 2026.
  • WealthPLAN Partners bought 5 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2026, an estimated $271.
  • ProShares S&P 500 Dividend Aristocrats ETF made up 0.07% of WealthPLAN Partners's portfolio in Q2 2026, its #181 holding.
  • WealthPLAN Partners first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2016 and has held it in 32 quarters since.
  • WealthPLAN Partners's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $2.59M in Q4 2024.
  • 838 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.