CA
NATO

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
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

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Clearstead Advisors's NATO Position: Q1 2026 in Review

Clearstead Advisors held its Themes Transatlantic Defense ETF (NATO) position steady in Q1 2026 at 126 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Clearstead Advisors first reported a position in NATO in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.89K in Q3 2025. 28 funds tracked by Wall St. Rank hold NATO as of Q1 2026.

  • Clearstead Advisors held 126 shares of Themes Transatlantic Defense ETF worth $4.84K as of Q1 2026.
  • Clearstead Advisors left its Themes Transatlantic Defense ETF share count unchanged in Q1 2026.
  • Themes Transatlantic Defense ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1744 holding.
  • Clearstead Advisors first reported a position in Themes Transatlantic Defense ETF in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Themes Transatlantic Defense ETF position peaked at $4.89K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Themes Transatlantic Defense ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.