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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
Q1 		$9.23M Buy
+261,114
New +$9.59M 0.1% 186

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
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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Independent Advisor Alliance's MRSK Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Toews Agility Shares Managed Risk ETF (MRSK) in Q1 2026: 261,114 shares worth $9.23M. The stake represents 0.1% of the portfolio and ranks #186 among its holdings.

50 funds tracked by Wall St. Rank hold MRSK as of Q1 2026.

  • Independent Advisor Alliance held 261,114 shares of Toews Agility Shares Managed Risk ETF worth $9.23M as of Q1 2026.
  • Toews Agility Shares Managed Risk ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Toews Agility Shares Managed Risk ETF made up 0.1% of Independent Advisor Alliance's portfolio in Q1 2026, its #186 holding.
  • 50 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.