Bank of America
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Bank of America’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

Bank of America’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
2024
Q4 		– Sell
-208
Closed -$6.76K – 8323
2024
Q3 		$6.76K Buy
+208
New +$6.62K ﹤0.01% 6959

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Bank of America's MRSK Position: Q4 2024 in Review

Bank of America sold out of Toews Agility Shares Managed Risk ETF (MRSK) in Q4 2024, closing a stake of 208 shares — an estimated $6.76K sold.

Bank of America first reported a position in MRSK in Q3 2024 and held it in 1 quarter. The position peaked at $6.76K in Q3 2024. 28 funds tracked by Wall St. Rank hold MRSK as of Q4 2024.

  • Bank of America reported no remaining Toews Agility Shares Managed Risk ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of America sold 208 Toews Agility Shares Managed Risk ETF shares in Q4 2024, an estimated $6.76K.
  • Bank of America first reported a position in Toews Agility Shares Managed Risk ETF in Q3 2024 and held it in 1 quarter.
  • Bank of America's Toews Agility Shares Managed Risk ETF position peaked at $6.76K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q4 2024.

Based on Bank of America's 13F filing for Q4 2024, filed 14 Feb 2025.