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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return

Freedom Investment Management Hartford, Connecticut $330M AUM 14.37% 1-Year Est. Return

RPg Family Wealth Advisory Burlington, Massachusetts $562M AUM 25.05% 1-Year Est. Return

Capital Analysts LLC Fort Washington, Pennsylvania $4.61B AUM 11.09% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $251M AUM 14.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 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.