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 Q1	$261K	Buy	+6,776	New	+$283K	0.02%	588

Other funds holding NATO

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Advyzon Investment Management's NATO Position: Q1 2026 in Review

Advyzon Investment Management opened a new position in Themes Transatlantic Defense ETF (NATO) in Q1 2026: 6,776 shares worth $261K. The stake represents 0.02% of the portfolio and ranks #588 among its holdings.

28 funds tracked by Wall St. Rank hold NATO as of Q1 2026.

Advyzon Investment Management held 6,776 shares of Themes Transatlantic Defense ETF worth $261K as of Q1 2026.
Themes Transatlantic Defense ETF was a new Advyzon Investment Management position in Q1 2026.
Themes Transatlantic Defense ETF made up 0.02% of Advyzon Investment Management's portfolio in Q1 2026, its #588 holding.
28 funds tracked by Wall St. Rank held Themes Transatlantic Defense ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.