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Camelot Portfolios’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

Camelot Portfolios’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
2026
Q1 		– Sell
-21
Closed -$773 – 405
2025
Q4 		$773 Buy
+21
New +$762 ﹤0.01% 559
2024
Q3 		– Sell
-69
Closed -$2.19K – 397
2024
Q2 		$2.19K Buy
+69
New +$2.13K ﹤0.01% 520

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
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
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Camelot Portfolios's MRSK Position: Q1 2026 in Review

Camelot Portfolios sold out of Toews Agility Shares Managed Risk ETF (MRSK) in Q1 2026, closing a stake of 21 shares — an estimated $773 sold.

Camelot Portfolios first reported a position in MRSK in Q2 2024 and held it in 2 quarters. The position peaked at $2.19K in Q2 2024. 50 funds tracked by Wall St. Rank hold MRSK as of Q1 2026.

  • Camelot Portfolios reported no remaining Toews Agility Shares Managed Risk ETF position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 21 Toews Agility Shares Managed Risk ETF shares in Q1 2026, an estimated $773.
  • Camelot Portfolios first reported a position in Toews Agility Shares Managed Risk ETF in Q2 2024 and held it in 2 quarters.
  • Camelot Portfolios's Toews Agility Shares Managed Risk ETF position peaked at $2.19K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.