MJRIC
NATO

Mogy Joel R Investment Counsel’s Themes Transatlantic Defense ETF NATO Stock Holding History

Mogy Joel R Investment Counsel’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 		$1.84M Buy
+45,315
New +$1.79M 0.11% 54

Other funds holding NATO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

Mogy Joel R Investment Counsel's NATO Position: Q2 2026 in Review

Mogy Joel R Investment Counsel opened a new position in Themes Transatlantic Defense ETF (NATO) in Q2 2026: 45,315 shares worth $1.84M. The stake represents 0.11% of the portfolio and ranks #54 among its holdings.

8 funds tracked by Wall St. Rank hold NATO as of Q2 2026.

  • Mogy Joel R Investment Counsel held 45,315 shares of Themes Transatlantic Defense ETF worth $1.84M as of Q2 2026.
  • Themes Transatlantic Defense ETF was a new Mogy Joel R Investment Counsel position in Q2 2026.
  • Themes Transatlantic Defense ETF made up 0.11% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #54 holding.
  • 8 funds tracked by Wall St. Rank held Themes Transatlantic Defense ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.