APFP
NATO

Action Point Financial Planning’s Themes Transatlantic Defense ETF NATO Stock Holding History

Action Point Financial Planning’s Portfolio NATO Stock Details NATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$336K Buy
+8,275
New +$327K 0.03% 333

Other funds holding NATO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Action Point Financial Planning's NATO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Themes Transatlantic Defense ETF (NATO) in Q2 2026: 8,275 shares worth $336K. The stake represents 0.03% of the portfolio and ranks #333 among its holdings.

28 funds tracked by Wall St. Rank hold NATO as of Q2 2026.

  • Action Point Financial Planning held 8,275 shares of Themes Transatlantic Defense ETF worth $336K as of Q2 2026.
  • Themes Transatlantic Defense ETF was a new Action Point Financial Planning position in Q2 2026.
  • Themes Transatlantic Defense ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #333 holding.
  • 28 funds tracked by Wall St. Rank held Themes Transatlantic Defense ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.