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Proshares Tr S&p 500 Aristo shares owned by Octavia Wealth Advisors

Quarter-by-quarter ownership of Proshares Tr S&p 500 Aristo (NOBL) shares owned by Octavia Wealth Advisors from 13F filings

Historical chart of Octavia Wealth Advisors 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 Octavia Wealth Advisors 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $483k 4.8k 101.41
2023-12-31 $463k 4.9k 95.23
2023-09-30 $820k 9.3k 88.55

More positions owned by Octavia Wealth Advisors

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Starboard Invt Tr Adaptive Alpha (AGOX)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Midcp 400 Val (IVOV)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)

View all positions for Octavia Wealth Advisors

Top funds holding Proshares Tr S&p 500 Aristo

Bank of America Corporation
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial Services Advisors
CliftonLarsonAllen Wealth Advisors
Commonwealth Equity Services
IAM Advisory
Global Assets Advisory
Advisor Group Holdings
Jpmorgan Chase & Co
Sontag Advisory
Cassaday & Co Wealth Management
Raymond James & Associates
Janney Montgomery Scott

View all funds holding Proshares Tr S&p 500 Aristo