Wealthspire Advisors (Maryland)’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-2,666	Closed	-$90K	–	1465
2019 Q1	$90K	Sell	2,666 -3,434	-56%	-$111K	0.01%	676
2018 Q4	$185K	Hold	6,100	–	–	0.02%	416
2018 Q3	$204K	Hold	6,100	–	–	0.02%	450
2018 Q2	$190K	Sell	6,100 -6,644	-52%	-$208K	0.02%	481
2018 Q1	$397K	Buy	12,744 +4	+0%	+$128	0.04%	296
2017 Q4	$408K	Sell	12,740 -1,270	-9%	-$39.2K	0.04%	301
2017 Q3	$416K	Buy	14,010 +6,008	+75%	+$175K	0.05%	274
2017 Q2	$231K	Buy	+8,002	New	+$229K	0.03%	405

Other funds holding NOBL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NOBL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q2 2019, closing a stake of 2,666 shares — an estimated $90K sold.

Wealthspire Advisors (Maryland) first reported a position in NOBL in Q2 2017 and held it in 8 quarters. The position peaked at $416K in Q3 2017. 286 funds tracked by Wall St. Rank hold NOBL as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,666 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2019, an estimated $90K.
Wealthspire Advisors (Maryland) first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s ProShares S&P 500 Dividend Aristocrats ETF position peaked at $416K in Q3 2017.
286 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.