SPIA
ILS

Steward Partners Investment Advisory’s Brookmont Catastrophic Bond ETF ILS Stock Holding History

Steward Partners Investment Advisory’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 		$25.7K Buy
+1,300
New +$26.1K ﹤0.01% 3114

Other funds holding ILS

EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AHIA
Andrew Hill Investment Advisors Naples, Florida $135M AUM 50.1% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 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 $257M AUM 73.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Steward Partners Investment Advisory's ILS Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Brookmont Catastrophic Bond ETF (ILS) in Q1 2026: 1,300 shares worth $25.7K. The stake represents ﹤0.01% of the portfolio and ranks #3114 among its holdings.

12 funds tracked by Wall St. Rank hold ILS as of Q1 2026.

  • Steward Partners Investment Advisory held 1,300 shares of Brookmont Catastrophic Bond ETF worth $25.7K as of Q1 2026.
  • Brookmont Catastrophic Bond ETF was a new Steward Partners Investment Advisory position in Q1 2026.
  • Brookmont Catastrophic Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3114 holding.
  • 12 funds tracked by Wall St. Rank held Brookmont Catastrophic Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.