SWM
NATO

SHP Wealth Management’s Themes Transatlantic Defense ETF NATO Stock Holding History

SHP Wealth Management’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 		$1.11M Buy
27,272
+3,415
+14% +$135K 0.08% 90
2026
Q1 		$920K Buy
23,857
+3,840
+19% +$161K 0.07% 92
2025
Q4 		$766K Buy
+20,017
New +$754K 0.06% 103

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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

SHP Wealth Management's NATO Position: Q2 2026 in Review

SHP Wealth Management increased its Themes Transatlantic Defense ETF (NATO) stake by 14% in Q2 2026, buying an estimated $135K and bringing the position to 27,272 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #90.

SHP Wealth Management first reported a position in NATO in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold NATO as of Q2 2026.

  • SHP Wealth Management held 27,272 shares of Themes Transatlantic Defense ETF worth $1.11M as of Q2 2026.
  • SHP Wealth Management bought 3,415 Themes Transatlantic Defense ETF shares in Q2 2026, an estimated $135K.
  • Themes Transatlantic Defense ETF made up 0.08% of SHP Wealth Management's portfolio in Q2 2026, its #90 holding.
  • SHP Wealth Management first reported a position in Themes Transatlantic Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Themes Transatlantic Defense ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.