XF
ILS

XML Financial’s Brookmont Catastrophic Bond ETF ILS Stock Holding History

XML Financial’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 		$891K Buy
45,300
+2,050
+5% +$40.7K 0.06% 199
2026
Q1 		$856K Buy
+43,250
New +$867K 0.07% 198

Other funds holding ILS

HA
Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
HCM
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
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
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM

XML Financial's ILS Position: Q2 2026 in Review

XML Financial increased its Brookmont Catastrophic Bond ETF (ILS) stake by 4.7% in Q2 2026, buying an estimated $40.7K and bringing the position to 45,300 shares worth $891K. The position accounts for 0.06% of the portfolio, ranked #199.

XML Financial first reported a position in ILS in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold ILS as of Q2 2026.

  • XML Financial held 45,300 shares of Brookmont Catastrophic Bond ETF worth $891K as of Q2 2026.
  • XML Financial bought 2,050 Brookmont Catastrophic Bond ETF shares in Q2 2026, an estimated $40.7K.
  • Brookmont Catastrophic Bond ETF made up 0.06% of XML Financial's portfolio in Q2 2026, its #199 holding.
  • XML Financial first reported a position in Brookmont Catastrophic Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Brookmont Catastrophic Bond ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.