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Proshares Tr S&p 500 Aristo shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Proshares Tr S&p 500 Aristo (NOBL) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Proshares Tr S&p 500 Aristo

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr S&p 500 Aristo held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Tr S&p 500 Aristo by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 10k 101.41
2023-09-30 $1.0M 12k 88.55
2023-06-30 $1.2M 12k 94.28
2023-03-31 $1.2M 13k 91.24
2022-12-31 $1.3M 15k 89.99
2022-09-30 $263k 3.3k 79.91