Carson Wealth (CWM LLC)
NATO

Carson Wealth (CWM LLC)’s Themes Transatlantic Defense ETF NATO Stock Holding History

Carson Wealth (CWM LLC)’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 		$922K Buy
23,927
+616
+3% +$25.8K ﹤0.01% 1590
2025
Q4 		$892K Buy
23,311
+391
+2% +$14.7K ﹤0.01% 1560
2025
Q3 		$897K Buy
22,920
+9,038
+65% +$331K ﹤0.01% 1480
2025
Q2 		$497K Buy
13,882
+12,144
+699% +$385K ﹤0.01% 1595
2025
Q1 		$50K Buy
+1,738
New +$47.6K ﹤0.01% 3005

Other funds holding NATO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $94B AUM 20.14% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NATO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Themes Transatlantic Defense ETF (NATO) stake by 2.6% in Q1 2026, buying an estimated $25.8K and bringing the position to 23,927 shares worth $922K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Carson Wealth (CWM LLC) first reported a position in NATO in Q1 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold NATO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,927 shares of Themes Transatlantic Defense ETF worth $922K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 616 Themes Transatlantic Defense ETF shares in Q1 2026, an estimated $25.8K.
  • Themes Transatlantic Defense ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1590 holding.
  • Carson Wealth (CWM LLC) first reported a position in Themes Transatlantic Defense ETF in Q1 2025 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held Themes Transatlantic Defense ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.