Clearstead Advisors
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Clearstead Advisors’s Themes Transatlantic Defense ETF NATO Stock Holding History

Clearstead Advisors’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 		$5.1K Hold
126
– – ﹤0.01% 2191
2026
Q1 		$4.84K Hold
126
– – ﹤0.01% 1744
2025
Q4 		$4.8K Buy
126
+1
+0.8% +$38 ﹤0.01% 2027
2025
Q3 		$4.89K Hold
125
– – ﹤0.01% 2165
2025
Q2 		$4.47K Buy
+125
New +$3.96K ﹤0.01% 2137

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
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SHP Wealth Management
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Clearstead Advisors's NATO Position: Q2 2026 in Review

Clearstead Advisors held its Themes Transatlantic Defense ETF (NATO) position steady in Q2 2026 at 126 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

Clearstead Advisors first reported a position in NATO in Q2 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold NATO as of Q2 2026.

  • Clearstead Advisors held 126 shares of Themes Transatlantic Defense ETF worth $5.1K as of Q2 2026.
  • Clearstead Advisors left its Themes Transatlantic Defense ETF share count unchanged in Q2 2026.
  • Themes Transatlantic Defense ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2191 holding.
  • Clearstead Advisors first reported a position in Themes Transatlantic Defense ETF in Q2 2025 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held Themes Transatlantic Defense ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.