NOBL — PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

Ownership history in IAM Advisory, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
42.45% (2021 Q1)
Avg. % of fund
26.88%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 386,667 -286,540 -42.6% 8.94% $40.2M $104.07
2025 Q3 ADDED 673,207 +13,634 +2.1% 15.60% $69.4M $102.42
2025 Q2 ADDED 659,573 +12,174 +1.9% 15.94% $66.4M $99.53
2025 Q1 REDUCED 647,399 -2,052 -0.3% 17.18% $66.2M $100.44
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NOBL price (monthly, adj. close)

Other funds also holding NOBL

As of 2025 Q4 — sorted by position size

Pacific Wealth Strategies Group, Inc. 3Y 7Y 11.23% REDMONT WEALTH ADVISORS LLC 3Y 7.68% Landmark Wealth Management, LLC 3Y 6.4% Carrera Capital Advisors 5.84% ForthRight Wealth Management, LLC 3Y 5.56% PRING TURNER CAPITAL GROUP INC 3Y 7Y 4.73% MRWM Advisors, LLC 4.17% Summit Financial Wealth Advisors, LLC 3Y 7Y 3.86% Mowery & Schoenfeld Wealth Management, LLC 3.81% SYNTAX RESEARCH, INC. 3.67%
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