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

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

Historical chart of Sax 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 Sax 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 11k 103.07
2025-06-30 $944k 9.4k 100.70
2024-12-31 $240k 2.4k 99.55
2024-09-30 $245k 2.3k 106.76

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth Advisors

Top funds holding Proshares Tr S&p 500 Aristo

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

View all funds holding Proshares Tr S&p 500 Aristo