IFP Advisors’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

IFP Advisors’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 Q2	$95.7K	Hold	2,479	–	–	﹤0.01%	2010
2026 Q1	$87.6K	Buy	2,479 +3	+0.1%	+$110	﹤0.01%	1926
2025 Q4	$91.1K	Buy	2,476 +6	+0.2%	+$218	﹤0.01%	1862
2025 Q3	$88K	Hold	2,470	–	–	﹤0.01%	1762
2025 Q2	$82.9K	Hold	2,470	–	–	﹤0.01%	1754
2025 Q1	$78.2K	Buy	+2,470	New	+$81.2K	﹤0.01%	1667
2023 Q4	–	Sell	-130	Closed	-$3.63K	–	3228
2023 Q3	$3.63K	Hold	130	–	–	﹤0.01%	2634
2023 Q2	$3.78K	Hold	130	–	–	﹤0.01%	2640
2023 Q1	$3.26K	Sell	130 -3,944	-97%	-$103K	﹤0.01%	2735
2022 Q4	$102K	Sell	4,074 -47,610	-92%	-$1.23M	﹤0.01%	1730
2022 Q3	$1.3M	Hold	51,684	–	–	0.03%	547
2022 Q2	$1.3M	Hold	51,684	–	–	0.04%	491
2022 Q1	$1.3M	Buy	51,684 +33,494	+184%	+$950K	0.04%	491
2021 Q4	$536K	Buy	18,190 +10,647	+141%	+$341K	0.01%	563
2021 Q3	$237K	Buy	7,543 +4,700	+165%	+$150K	﹤0.01%	872
2021 Q2	$88K	Buy	+2,843	New	+$86.2K	﹤0.01%	1299

Other funds holding MRSK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Toews Corporation Northfield, New Jersey $686M AUM 6.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IFP Advisors's MRSK Position: Q2 2026 in Review

IFP Advisors held its Toews Agility Shares Managed Risk ETF (MRSK) position steady in Q2 2026 at 2,479 shares worth $95.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

IFP Advisors first reported a position in MRSK in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.3M in Q3 2022. 49 funds tracked by Wall St. Rank hold MRSK as of Q2 2026.

IFP Advisors held 2,479 shares of Toews Agility Shares Managed Risk ETF worth $95.7K as of Q2 2026.
IFP Advisors left its Toews Agility Shares Managed Risk ETF share count unchanged in Q2 2026.
Toews Agility Shares Managed Risk ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2010 holding.
IFP Advisors first reported a position in Toews Agility Shares Managed Risk ETF in Q2 2021 and has held it in 16 quarters since.
IFP Advisors's Toews Agility Shares Managed Risk ETF position peaked at $1.3M in Q3 2022.
49 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.