Proshares Tr S&p 500 Aristo shares owned by Caldwell Trust
Quarter-by-quarter ownership of Proshares Tr S&p 500 Aristo (NOBL) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Proshares Tr S&p 500 Aristo
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All positions including Proshares Tr S&p 500 Aristo held by Caldwell Trust 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 Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 46k | 103.07 |
| 2021-12-31 | $4.0M | 41k | 98.18 |
| 2021-09-30 | $3.7M | 41k | 88.53 |
| 2021-06-30 | $3.7M | 41k | 90.63 |
| 2021-03-31 | $3.3M | 38k | 86.26 |
| 2020-12-31 | $3.0M | 37k | 79.88 |
| 2020-09-30 | $2.7M | 37k | 72.15 |
| 2020-06-30 | $2.7M | 40k | 67.35 |
| 2020-03-31 | $2.2M | 39k | 57.67 |
| 2019-12-31 | $3.1M | 42k | 75.59 |