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Financial Gravity Companies’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$11K Buy
+329
New +$10.6K ﹤0.01% 557
2024
Q4 		$13.6K Buy
412
+166
+67% +$5.5K ﹤0.01% 509
2024
Q3 		$8K Buy
+246
New +$7.83K ﹤0.01% 385

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
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Financial Gravity Companies's MRSK Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Toews Agility Shares Managed Risk ETF (MRSK) in Q2 2025: 329 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #557 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MRSK as recently as Q4 2024.

Financial Gravity Companies first reported a position in MRSK in Q3 2024 and has held it in 3 quarters since. The position peaked at $13.6K in Q4 2024. 37 funds tracked by Wall St. Rank hold MRSK as of Q2 2025.

  • Financial Gravity Companies held 329 shares of Toews Agility Shares Managed Risk ETF worth $11K as of Q2 2025.
  • Toews Agility Shares Managed Risk ETF was a new Financial Gravity Companies position in Q2 2025.
  • Toews Agility Shares Managed Risk ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #557 holding.
  • Financial Gravity Companies first reported a position in Toews Agility Shares Managed Risk ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Toews Agility Shares Managed Risk ETF position peaked at $13.6K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.