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

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

Historical chart of Summit Trail 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 Trail 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 Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 13k 107.28
2024-06-30 $1.2M 13k 96.68
2024-03-31 $1.3M 13k 101.41

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Broadcom (AVGO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Aon Shs Cl A (AON)

View all positions for Summit Trail Advisors

Top funds holding Proshares Tr S&p 500 Aristo

Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial Services Advisors
CliftonLarsonAllen Wealth Advisors
International Assets Investment Management
Raymond James & Associates
Commonwealth Equity Services
IAM Advisory
Cassaday & Co Wealth Management
Rockland Trust
Sontag Advisory
Brookstone Capital Management

View all funds holding Proshares Tr S&p 500 Aristo