PS
NATO

Principal Securities’s Themes Transatlantic Defense ETF NATO Stock Holding History

Principal Securities’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 		$2.56M Buy
63,071
+41,713
+195% +$1.65M 0.03% 463
2026
Q1 		$823K Sell
21,358
-4,216
-16% -$176K 0.01% 791
2025
Q4 		$978K Buy
25,574
+826
+3% +$31.1K 0.02% 703
2025
Q3 		$969K Buy
24,748
+539
+2% +$19.7K 0.02% 675
2025
Q2 		$866K Buy
+24,209
New +$767K 0.02% 658

Other funds holding NATO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
SFG
Strive Financial Group Carmel, Indiana $231M AUM
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

Principal Securities's NATO Position: Q2 2026 in Review

Principal Securities increased its Themes Transatlantic Defense ETF (NATO) stake by 195% in Q2 2026, buying an estimated $1.65M and bringing the position to 63,071 shares worth $2.56M. The position accounts for 0.03% of the portfolio, ranked #463.

Principal Securities first reported a position in NATO in Q2 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold NATO as of Q2 2026.

  • Principal Securities held 63,071 shares of Themes Transatlantic Defense ETF worth $2.56M as of Q2 2026.
  • Principal Securities bought 41,713 Themes Transatlantic Defense ETF shares in Q2 2026, an estimated $1.65M.
  • Themes Transatlantic Defense ETF made up 0.03% of Principal Securities's portfolio in Q2 2026, its #463 holding.
  • Principal Securities first reported a position in Themes Transatlantic Defense ETF in Q2 2025 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held Themes Transatlantic Defense ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.