SPIA
NATO

Steward Partners Investment Advisory’s Themes Transatlantic Defense ETF NATO Stock Holding History

Steward Partners Investment Advisory’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 		$194K Buy
5,025
+25
+0.5% +$1.04K ﹤0.01% 2033
2025
Q4 		$191K Sell
5,000
-250
-5% -$9.42K ﹤0.01% 1953
2025
Q3 		$205K Buy
5,250
+525
+11% +$19.2K ﹤0.01% 1853
2025
Q2 		$169K Buy
4,725
+1,755
+59% +$55.6K ﹤0.01% 1837
2025
Q1 		$85.5K Buy
+2,970
New +$81.3K ﹤0.01% 2102

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 $377B AUM 19.32% 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
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
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

Steward Partners Investment Advisory's NATO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Themes Transatlantic Defense ETF (NATO) stake by 0.5% in Q1 2026, buying an estimated $1.04K and bringing the position to 5,025 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Steward Partners Investment Advisory first reported a position in NATO in Q1 2025 and has held it in 5 quarters since. The position peaked at $205K in Q3 2025. 28 funds tracked by Wall St. Rank hold NATO as of Q1 2026.

  • Steward Partners Investment Advisory held 5,025 shares of Themes Transatlantic Defense ETF worth $194K as of Q1 2026.
  • Steward Partners Investment Advisory bought 25 Themes Transatlantic Defense ETF shares in Q1 2026, an estimated $1.04K.
  • Themes Transatlantic Defense ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2033 holding.
  • Steward Partners Investment Advisory first reported a position in Themes Transatlantic Defense ETF in Q1 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's Themes Transatlantic Defense ETF position peaked at $205K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Themes Transatlantic Defense ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.