NWAM LLC
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NWAM LLC’s Sarmaya Thematic ETF LENS Stock Holding History

NWAM LLC’s Portfolio LENS Stock Details LENS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.13M Buy
+49,677
New +$2.15M 0.1% 204

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Sugar Maple Asset Management
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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Stegent Equity Advisors
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
NVWM LLC
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

NWAM LLC's LENS Position: Q3 2026 in Review

NWAM LLC opened a new position in Sarmaya Thematic ETF (LENS) in Q3 2026: 49,677 shares worth $2.13M. The stake represents 0.1% of the portfolio and ranks #204 among its holdings.

14 funds tracked by Wall St. Rank hold LENS as of Q3 2026.

  • NWAM LLC held 49,677 shares of Sarmaya Thematic ETF worth $2.13M as of Q3 2026.
  • Sarmaya Thematic ETF was a new NWAM LLC position in Q3 2026.
  • Sarmaya Thematic ETF made up 0.1% of NWAM LLC's portfolio in Q3 2026, its #204 holding.
  • 14 funds tracked by Wall St. Rank held Sarmaya Thematic ETF as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.