FGAM
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Financial Gravity Asset Management’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

Financial Gravity Asset 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
Q1 		$3.43K Buy
97
+83
+593% +$3.05K ﹤0.01% 684
2025
Q4 		$515 Sell
14
-232
-94% -$8.42K ﹤0.01% 649
2025
Q3 		$8.77K Buy
+246
New +$8.5K ﹤0.01% 593
2025
Q1 		$13K Buy
+412
New +$13.5K ﹤0.01% 554
2024
Q2 		– Sell
-1,132
Closed -$34.9K – 2058
2024
Q1 		$34.9K Buy
1,132
+1,122
+11,220% +$33.4K ﹤0.01% 436
2023
Q4 		$253 Buy
10
+5
+100% +$140 ﹤0.01% 1213
2023
Q3 		$121 Buy
+5
New +$145 ﹤0.01% 999

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

Financial Gravity Asset Management's MRSK Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Toews Agility Shares Managed Risk ETF (MRSK) stake by 593% in Q1 2026, buying an estimated $3.05K and bringing the position to 97 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Financial Gravity Asset Management first reported a position in MRSK in Q3 2023 and has held it in 7 quarters since. The position peaked at $34.9K in Q1 2024. 50 funds tracked by Wall St. Rank hold MRSK as of Q1 2026.

  • Financial Gravity Asset Management held 97 shares of Toews Agility Shares Managed Risk ETF worth $3.43K as of Q1 2026.
  • Financial Gravity Asset Management bought 83 Toews Agility Shares Managed Risk ETF shares in Q1 2026, an estimated $3.05K.
  • Toews Agility Shares Managed Risk ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #684 holding.
  • Financial Gravity Asset Management first reported a position in Toews Agility Shares Managed Risk ETF in Q3 2023 and has held it in 7 quarters since.
  • Financial Gravity Asset Management's Toews Agility Shares Managed Risk ETF position peaked at $34.9K in Q1 2024.
  • 50 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.