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

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

Historical chart of Pacific Excel 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 Pacific Excel 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $371k 6.6k 56.16

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding Proshares Tr S&p 500 Aristo

Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Cresset Asset Management
Rockland Trust
CliftonLarsonAllen Wealth Advisors
Royal Bank of Canada
Cassaday & Co Wealth Management
Commonwealth Equity Services
Cetera Investment Advisers
Sontag Advisory
Ameriprise Financial

View all funds holding Proshares Tr S&p 500 Aristo