WR Wealth Planners’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

WR Wealth Planners’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
2024 Q4	$2.49K	Hold	50	–	–	﹤0.01%	819
2024 Q3	$2.67K	Hold	50	–	–	﹤0.01%	848
2024 Q2	$2.4K	Hold	50	–	–	﹤0.01%	854
2024 Q1	$2.54K	Buy	+50	New	+$2.41K	﹤0.01%	833
2022 Q3	–	Sell	-370	Closed	-$15.8K	–	543
2022 Q2	$15.8K	Hold	370	–	–	0.01%	247
2022 Q1	$17.6K	Buy	+370	New	+$17.4K	0.01%	241

Other funds holding NOBL

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

WR Wealth Planners's NOBL Position: Q4 2024 in Review

WR Wealth Planners held its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) position steady in Q4 2024 at 50 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

WR Wealth Planners first reported a position in NOBL in Q1 2022 and has held it in 6 quarters since. The position peaked at $17.6K in Q1 2022. 796 funds tracked by Wall St. Rank hold NOBL as of Q4 2024.

WR Wealth Planners held 50 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $2.49K as of Q4 2024.
WR Wealth Planners left its ProShares S&P 500 Dividend Aristocrats ETF share count unchanged in Q4 2024.
ProShares S&P 500 Dividend Aristocrats ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #819 holding.
WR Wealth Planners first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2022 and has held it in 6 quarters since.
WR Wealth Planners's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $17.6K in Q1 2022.
796 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.