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
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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 |
|---|---|---|---|
| 2025-09-30 | $600k | 5.8k | 103.07 |
| 2025-06-30 | $603k | 6.0k | 100.70 |
| 2025-03-31 | $754k | 7.4k | 102.18 |
| 2024-12-31 | $904k | 9.1k | 99.55 |
| 2024-09-30 | $1.1M | 9.9k | 106.76 |
| 2024-06-30 | $954k | 9.9k | 96.13 |
| 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 |
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