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Proshares Tr S&p 500 Aristo shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 227 103.07
2025-06-30 $23k 227 100.70
2025-03-31 $23k 227 102.18

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

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