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

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $21M 222k 95.20
2023-09-30 $20M 226k 87.28
2023-06-30 $20M 217k 94.28
2023-03-31 $20M 221k 91.24
2022-12-31 $20M 221k 89.99
2022-09-30 $19M 223k 86.72
2022-06-30 $21M 236k 88.25
2022-03-31 $23M 240k 94.91
2021-12-31 $22M 221k 98.70
2021-09-30 $20M 229k 88.53
2021-06-30 $21M 227k 90.63
2021-03-31 $24M 303k 79.88
2020-12-31 $23M 324k 72.15
2020-09-30 $23M 320k 72.77
2020-06-30 $23M 343k 67.76
2020-03-31 $29M 490k 59.19
2019-12-31 $37M 494k 74.69
2019-09-30 $34M 481k 71.05
2019-06-30 $33M 474k 69.37
2019-03-31 $33M 478k 68.06
2018-12-31 $28M 457k 60.54
2018-09-30 $28M 450k 63.20
2018-06-30 $28M 444k 62.25
2018-03-31 $28M 445k 62.25
2017-12-31 $28M 434k 64.04
2017-09-30 $25M 425k 59.45
2017-06-30 $24M 406k 57.77
2017-03-31 $20M 346k 56.21
2016-12-31 $19M 352k 53.91
2016-09-30 $19M 343k 54.33
2016-06-30 $20M 376k 54.41
2016-03-31 $7.1M 349k 20.42
2015-12-31 $16M 315k 49.33
2015-09-30 $743k 16k 46.50
2015-06-30 $190k 3.9k 49.03
2015-03-31 $195k 3.9k 50.32
2014-12-31 $159k 3.2k 50.08

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)
Vanguard Index Fds Growth Etf (VUG)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Genuine Parts Company (GPC)
Hancock Holding Company (HWC)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Summit Financial Wealth Advisors

Top funds holding Proshares Tr S&p 500 Aristo

Bank of America Corporation
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial Services Advisors
CliftonLarsonAllen Wealth Advisors
Commonwealth Equity Services
IAM Advisory
Global Assets Advisory
Advisor Group Holdings
Jpmorgan Chase & Co
Sontag Advisory
Cassaday & Co Wealth Management
Raymond James & Associates
Janney Montgomery Scott

View all funds holding Proshares Tr S&p 500 Aristo