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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
Q1 		– Sell
-6,817
Closed -$254K – 619
2025
Q4 		$254K Buy
+6,817
New +$247K 0.01% 804

Other funds holding MRSK

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BCI
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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

Diversify Advisory Services's MRSK Position: Q1 2026 in Review

Diversify Advisory Services sold out of Toews Agility Shares Managed Risk ETF (MRSK) in Q1 2026, closing a stake of 6,817 shares — an estimated $254K sold.

Diversify Advisory Services first reported a position in MRSK in Q4 2025 and held it in 1 quarter. The position peaked at $254K in Q4 2025. 50 funds tracked by Wall St. Rank hold MRSK as of Q1 2026.

  • Diversify Advisory Services reported no remaining Toews Agility Shares Managed Risk ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 6,817 Toews Agility Shares Managed Risk ETF shares in Q1 2026, an estimated $254K.
  • Diversify Advisory Services first reported a position in Toews Agility Shares Managed Risk ETF in Q4 2025 and held it in 1 quarter.
  • Diversify Advisory Services's Toews Agility Shares Managed Risk ETF position peaked at $254K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.