EP Wealth Advisors’s Brookmont Catastrophic Bond ETF ILS Stock Holding History

EP Wealth Advisors’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 Q2	$3.73M	Buy	+189,712	New	+$3.77M	0.01%	444

Other funds holding ILS

Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return

Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Commonwealth Equity Services

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Cordoba Advisory Partners New York $472M AUM

EP Wealth Advisors's ILS Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Brookmont Catastrophic Bond ETF (ILS) in Q2 2026: 189,712 shares worth $3.73M. The stake represents 0.01% of the portfolio and ranks #444 among its holdings.

12 funds tracked by Wall St. Rank hold ILS as of Q2 2026.

EP Wealth Advisors held 189,712 shares of Brookmont Catastrophic Bond ETF worth $3.73M as of Q2 2026.
Brookmont Catastrophic Bond ETF was a new EP Wealth Advisors position in Q2 2026.
Brookmont Catastrophic Bond ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #444 holding.
12 funds tracked by Wall St. Rank held Brookmont Catastrophic Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.