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 Q1	$856K	Buy	+43,250	New	+$867K	0.07%	198

Other funds holding ILS

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

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 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

FFA

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

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

XML Financial's ILS Position: Q1 2026 in Review

XML Financial opened a new position in Brookmont Catastrophic Bond ETF (ILS) in Q1 2026: 43,250 shares worth $856K. The stake represents 0.07% of the portfolio and ranks #198 among its holdings.

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

XML Financial held 43,250 shares of Brookmont Catastrophic Bond ETF worth $856K as of Q1 2026.
Brookmont Catastrophic Bond ETF was a new XML Financial position in Q1 2026.
Brookmont Catastrophic Bond ETF made up 0.07% of XML Financial's portfolio in Q1 2026, its #198 holding.
12 funds tracked by Wall St. Rank held Brookmont Catastrophic Bond ETF as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.