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Atria Wealth Solutions’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

Atria Wealth Solutions’s Portfolio MRSK Stock Details MRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,396
Closed -$343K – 1999
2024
Q4 		$343K Buy
10,396
+3,691
+55% +$122K ﹤0.01% 1462
2024
Q3 		$218K Sell
6,705
-7,857
-54% -$250K ﹤0.01% 1732
2024
Q2 		$463K Buy
14,562
+6,717
+86% +$208K 0.01% 1281
2024
Q1 		$242K Sell
7,845
-2,862
-27% -$85.3K ﹤0.01% 1701
2023
Q4 		$310K Sell
10,707
-3,778
-26% -$106K ﹤0.01% 1479
2023
Q3 		$404K Buy
14,485
+4,336
+43% +$126K 0.01% 1239
2023
Q2 		$295K Buy
+10,149
New +$284K ﹤0.01% 1454

Other funds holding MRSK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Atria Wealth Solutions's MRSK Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Toews Agility Shares Managed Risk ETF (MRSK) in Q1 2025, closing a stake of 10,396 shares — an estimated $343K sold.

Atria Wealth Solutions first reported a position in MRSK in Q2 2023 and held it in 7 quarters. The position peaked at $463K in Q2 2024. 31 funds tracked by Wall St. Rank hold MRSK as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Toews Agility Shares Managed Risk ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,396 Toews Agility Shares Managed Risk ETF shares in Q1 2025, an estimated $343K.
  • Atria Wealth Solutions first reported a position in Toews Agility Shares Managed Risk ETF in Q2 2023 and held it in 7 quarters.
  • Atria Wealth Solutions's Toews Agility Shares Managed Risk ETF position peaked at $463K in Q2 2024.
  • 31 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.