Diversify Advisory Services’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

Diversify Advisory Services’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 Q2	$285K	Buy	+7,388	New	+$277K	﹤0.01%	1072
2026 Q1	–	Sell	-6,817	Closed	-$254K	–	619
2025 Q4	$254K	Buy	+6,817	New	+$247K	0.01%	804

Other funds holding MRSK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Toews Corporation Northfield, New Jersey $686M AUM 6.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Diversify Advisory Services's MRSK Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Toews Agility Shares Managed Risk ETF (MRSK) in Q2 2026: 7,388 shares worth $285K. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in MRSK as recently as Q4 2025.

Diversify Advisory Services first reported a position in MRSK in Q4 2025 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold MRSK as of Q2 2026.

Diversify Advisory Services held 7,388 shares of Toews Agility Shares Managed Risk ETF worth $285K as of Q2 2026.
Toews Agility Shares Managed Risk ETF was a new Diversify Advisory Services position in Q2 2026.
Toews Agility Shares Managed Risk ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1072 holding.
Diversify Advisory Services first reported a position in Toews Agility Shares Managed Risk ETF in Q4 2025 and has held it in 2 quarters since.
49 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.