VWA
NATO

Visionary Wealth Advisors’s Themes Transatlantic Defense ETF NATO Stock Holding History

Visionary Wealth Advisors’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 		$752K Buy
18,531
+3,332
+22% +$132K 0.03% 359
2026
Q1 		$586K Buy
15,199
+9,881
+186% +$413K 0.03% 365
2025
Q4 		$203K Buy
+5,318
New +$200K 0.01% 592

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
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
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

Visionary Wealth Advisors's NATO Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Themes Transatlantic Defense ETF (NATO) stake by 22% in Q2 2026, buying an estimated $132K and bringing the position to 18,531 shares worth $752K. The position accounts for 0.03% of the portfolio, ranked #359.

Visionary Wealth Advisors 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.

  • Visionary Wealth Advisors held 18,531 shares of Themes Transatlantic Defense ETF worth $752K as of Q2 2026.
  • Visionary Wealth Advisors bought 3,332 Themes Transatlantic Defense ETF shares in Q2 2026, an estimated $132K.
  • Themes Transatlantic Defense ETF made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #359 holding.
  • Visionary Wealth Advisors 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 Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.