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Independent Advisor Alliance’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

Independent Advisor Alliance’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 		– Sell
-261,114
Closed -$9.23M – 1434
2026
Q1 		$9.23M Buy
+261,114
New +$9.59M 0.1% 186

Other funds holding MRSK

LPL Financial
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
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
VH
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
TC
Toews Corporation Northfield, New Jersey $686M AUM 6.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Advisor Alliance's MRSK Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Toews Agility Shares Managed Risk ETF (MRSK) in Q2 2026, closing a stake of 261,114 shares — an estimated $9.23M sold.

Independent Advisor Alliance first reported a position in MRSK in Q1 2026 and held it in 1 quarter. The position peaked at $9.23M in Q1 2026. 49 funds tracked by Wall St. Rank hold MRSK as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Toews Agility Shares Managed Risk ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 261,114 Toews Agility Shares Managed Risk ETF shares in Q2 2026, an estimated $9.23M.
  • Independent Advisor Alliance first reported a position in Toews Agility Shares Managed Risk ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Toews Agility Shares Managed Risk ETF position peaked at $9.23M in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.