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 Q2	$2.12M	Buy	52,290 +47,265	+941%	+$1.87M	0.01%	891
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

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

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Steward Partners Investment Advisory's NATO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Themes Transatlantic Defense ETF (NATO) stake by 941% in Q2 2026, buying an estimated $1.87M and bringing the position to 52,290 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #891.

Steward Partners Investment Advisory first reported a position in NATO in Q1 2025 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold NATO as of Q2 2026.

Steward Partners Investment Advisory held 52,290 shares of Themes Transatlantic Defense ETF worth $2.12M as of Q2 2026.
Steward Partners Investment Advisory bought 47,265 Themes Transatlantic Defense ETF shares in Q2 2026, an estimated $1.87M.
Themes Transatlantic Defense ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #891 holding.
Steward Partners Investment Advisory first reported a position in Themes Transatlantic Defense ETF in Q1 2025 and has held it in 6 quarters since.
28 funds tracked by Wall St. Rank held Themes Transatlantic Defense ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.