TWP
ILS

Triad Wealth Partners’s Brookmont Catastrophic Bond ETF ILS Stock Holding History

Triad Wealth Partners’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
-26,397
Closed -$528K – 526
2025
Q4 		$528K Buy
+26,397
New +$534K 0.05% 257

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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Triad Wealth Partners's ILS Position: Q1 2026 in Review

Triad Wealth Partners sold out of Brookmont Catastrophic Bond ETF (ILS) in Q1 2026, closing a stake of 26,397 shares — an estimated $528K sold.

Triad Wealth Partners first reported a position in ILS in Q4 2025 and held it in 1 quarter. The position peaked at $528K in Q4 2025. 12 funds tracked by Wall St. Rank hold ILS as of Q1 2026.

  • Triad Wealth Partners reported no remaining Brookmont Catastrophic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 26,397 Brookmont Catastrophic Bond ETF shares in Q1 2026, an estimated $528K.
  • Triad Wealth Partners first reported a position in Brookmont Catastrophic Bond ETF in Q4 2025 and held it in 1 quarter.
  • Triad Wealth Partners's Brookmont Catastrophic Bond ETF position peaked at $528K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Brookmont Catastrophic Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.