Wealthspire Advisors (New York)’s Themes Transatlantic Defense ETF NATO Stock Holding History

Wealthspire Advisors (New York)’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	$231K	Buy	+6,000	New	+$251K	﹤0.01%	808

Other funds holding NATO

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealthspire Advisors (New York)'s NATO Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Themes Transatlantic Defense ETF (NATO) in Q1 2026: 6,000 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #808 among its holdings.

28 funds tracked by Wall St. Rank hold NATO as of Q1 2026.

Wealthspire Advisors (New York) held 6,000 shares of Themes Transatlantic Defense ETF worth $231K as of Q1 2026.
Themes Transatlantic Defense ETF was a new Wealthspire Advisors (New York) position in Q1 2026.
Themes Transatlantic Defense ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #808 holding.
28 funds tracked by Wall St. Rank held Themes Transatlantic Defense ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.