CAS
ILS

Coppell Advisory Solutions’s Brookmont Catastrophic Bond ETF ILS Stock Holding History

Coppell Advisory Solutions’s Portfolio ILS Stock Details ILS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-44,124
Closed -$882K – 399
2025
Q4 		$882K Buy
44,124
+27,075
+159% +$548K 0.09% 182
2025
Q3 		$342K Buy
+17,049
New +$342K 0.04% 310

Other funds holding ILS

EAM
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AHIA
Andrew Hill Investment Advisors Naples, Florida $135M AUM 50.1% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Coppell Advisory Solutions's ILS Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Brookmont Catastrophic Bond ETF (ILS) in Q1 2026, closing a stake of 44,124 shares — an estimated $882K sold.

Coppell Advisory Solutions first reported a position in ILS in Q3 2025 and held it in 2 quarters. The position peaked at $882K in Q4 2025. 12 funds tracked by Wall St. Rank hold ILS as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Brookmont Catastrophic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 44,124 Brookmont Catastrophic Bond ETF shares in Q1 2026, an estimated $882K.
  • Coppell Advisory Solutions first reported a position in Brookmont Catastrophic Bond ETF in Q3 2025 and held it in 2 quarters.
  • Coppell Advisory Solutions's Brookmont Catastrophic Bond ETF position peaked at $882K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Brookmont Catastrophic Bond ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.