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

WoodTrust Financial’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	–	Sell	-6,642	Closed	-$331K	–	176
2024 Q4	$331K	Buy	6,642 +1,846	+38%	+$97.1K	0.05%	138
2024 Q3	$256K	Buy	+4,796	New	+$243K	0.04%	161
2021 Q4	–	Sell	-5,030	Closed	-$223K	–	149
2021 Q3	$223K	Hold	5,030	–	–	0.05%	122
2021 Q2	$228K	Hold	5,030	–	–	0.06%	123
2021 Q1	$217K	Hold	5,030	–	–	0.06%	96
2020 Q4	$201K	Buy	+5,030	New	+$194K	0.06%	101

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

WoodTrust Financial's NOBL Position: Q1 2025 in Review

WoodTrust Financial sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q1 2025, closing a stake of 6,642 shares — an estimated $331K sold.

WoodTrust Financial first reported a position in NOBL in Q4 2020 and held it in 6 quarters. The position peaked at $331K in Q4 2024. 767 funds tracked by Wall St. Rank hold NOBL as of Q1 2025.

WoodTrust Financial reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q1 2025 after selling out during the quarter.
WoodTrust Financial sold 6,642 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2025, an estimated $331K.
WoodTrust Financial first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2020 and held it in 6 quarters.
WoodTrust Financial's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $331K in Q4 2024.
767 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2025.

Based on WoodTrust Financial's 13F filing for Q1 2025, filed 23 Apr 2025.