Triad Wealth Partners
ILS icon

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

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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.