AIM
NATO

Advyzon Investment Management’s Themes Transatlantic Defense ETF NATO Stock Holding History

Advyzon Investment Management’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 		$266K Sell
6,559
-217
-3% -$8.59K 0.02% 654
2026
Q1 		$261K Buy
+6,776
New +$283K 0.02% 588

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

Advyzon Investment Management's NATO Position: Q2 2026 in Review

Advyzon Investment Management reduced its Themes Transatlantic Defense ETF (NATO) stake by 3.2% in Q2 2026, selling an estimated $8.59K and leaving 6,559 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #654.

Advyzon Investment Management first reported a position in NATO in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold NATO as of Q2 2026.

  • Advyzon Investment Management held 6,559 shares of Themes Transatlantic Defense ETF worth $266K as of Q2 2026.
  • Advyzon Investment Management sold 217 Themes Transatlantic Defense ETF shares in Q2 2026, an estimated $8.59K.
  • Themes Transatlantic Defense ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #654 holding.
  • Advyzon Investment Management first reported a position in Themes Transatlantic Defense ETF in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Themes Transatlantic Defense ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.