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
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

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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 $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
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
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

SHP Wealth Management's NATO Position: Q1 2026 in Review

SHP Wealth Management increased its Themes Transatlantic Defense ETF (NATO) stake by 19% in Q1 2026, buying an estimated $161K and bringing the position to 23,857 shares worth $920K. The position accounts for 0.07% of the portfolio, ranked #92.

SHP Wealth Management first reported a position in NATO in Q4 2025 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold NATO as of Q1 2026.

  • SHP Wealth Management held 23,857 shares of Themes Transatlantic Defense ETF worth $920K as of Q1 2026.
  • SHP Wealth Management bought 3,840 Themes Transatlantic Defense ETF shares in Q1 2026, an estimated $161K.
  • Themes Transatlantic Defense ETF made up 0.07% of SHP Wealth Management's portfolio in Q1 2026, its #92 holding.
  • SHP Wealth Management first reported a position in Themes Transatlantic Defense ETF in Q4 2025 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Themes Transatlantic Defense ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.