Diversify Wealth Management
MRSK icon

Diversify Wealth Management’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

Diversify Wealth Management’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
Q3 		$257K Sell
6,438
-950
-13% -$37.3K ﹤0.01% 1142
2026
Q2 		$285K Buy
7,388
+48
+0.7% +$1.8K ﹤0.01% 1072
2026
Q1 		$271K Buy
+7,340
New +$270K ﹤0.01% 996

Other funds holding MRSK

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Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Saxony Capital Management
Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Capital Planning
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Diversify Wealth Management's MRSK Position: Q3 2026 in Review

Diversify Wealth Management reduced its Toews Agility Shares Managed Risk ETF (MRSK) stake by 13% in Q3 2026, selling an estimated $37.3K and leaving 6,438 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Diversify Wealth Management first reported a position in MRSK in Q1 2026 and has held it in 3 quarters since. The position peaked at $285K in Q2 2026. 14 funds tracked by Wall St. Rank hold MRSK as of Q3 2026.

  • Diversify Wealth Management held 6,438 shares of Toews Agility Shares Managed Risk ETF worth $257K as of Q3 2026.
  • Diversify Wealth Management sold 950 Toews Agility Shares Managed Risk ETF shares in Q3 2026, an estimated $37.3K.
  • Toews Agility Shares Managed Risk ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1142 holding.
  • Diversify Wealth Management first reported a position in Toews Agility Shares Managed Risk ETF in Q1 2026 and has held it in 3 quarters since.
  • Diversify Wealth Management's Toews Agility Shares Managed Risk ETF position peaked at $285K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.