Zullo Investment Group’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Zullo Investment Group’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
2023 Q1	–	Sell	-700	Closed	-$31.5K	–	505
2022 Q4	$31.5K	Hold	700	–	–	0.02%	328
2022 Q3	$28K	Hold	700	–	–	0.02%	343
2022 Q2	$30K	Hold	700	–	–	0.02%	342
2022 Q1	$33K	Buy	700 +300	+75%	+$14.1K	0.02%	354
2021 Q4	$20K	Buy	+400	New	+$18.9K	0.01%	427

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

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

RJFSA

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

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

Zullo Investment Group's NOBL Position: Q1 2023 in Review

Zullo Investment Group sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q1 2023, closing a stake of 700 shares — an estimated $31.5K sold.

Zullo Investment Group first reported a position in NOBL in Q4 2021 and held it in 5 quarters. The position peaked at $33K in Q1 2022. 638 funds tracked by Wall St. Rank hold NOBL as of Q1 2023.

Zullo Investment Group reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 700 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2023, an estimated $31.5K.
Zullo Investment Group first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $33K in Q1 2022.
638 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.