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Freedom Investment Management’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-281,164
Closed -$9.44M – 473
2025
Q2 		$9.44M Sell
281,164
-5,036
-2% -$162K 0.75% 25
2025
Q1 		$9.06M Sell
286,200
-21,890
-7% -$720K 0.76% 24
2024
Q4 		$10.2M Buy
308,090
+27,778
+10% +$921K 0.84% 22
2024
Q3 		$9.11M Sell
280,312
-12,885
-4% -$410K 0.73% 28
2024
Q2 		$9.32M Buy
293,197
+105,065
+56% +$3.25M 0.76% 26
2024
Q1 		$5.81M Sell
188,132
-28,980
-13% -$863K 0.47% 41
2023
Q4 		$6.28M Sell
217,112
-23,263
-10% -$651K 0.51% 36
2023
Q3 		$6.71M Buy
+240,375
New +$6.98M 0.82% 17

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 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
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Freedom Investment Management's MRSK Position: Q3 2025 in Review

Freedom Investment Management sold out of Toews Agility Shares Managed Risk ETF (MRSK) in Q3 2025, closing a stake of 281,164 shares — an estimated $9.44M sold.

Freedom Investment Management first reported a position in MRSK in Q3 2023 and held it in 8 quarters. The position peaked at $10.2M in Q4 2024. 38 funds tracked by Wall St. Rank hold MRSK as of Q3 2025.

  • Freedom Investment Management reported no remaining Toews Agility Shares Managed Risk ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 281,164 Toews Agility Shares Managed Risk ETF shares in Q3 2025, an estimated $9.44M.
  • Freedom Investment Management first reported a position in Toews Agility Shares Managed Risk ETF in Q3 2023 and held it in 8 quarters.
  • Freedom Investment Management's Toews Agility Shares Managed Risk ETF position peaked at $10.2M in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.