IWC
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Integrated Wealth Concepts’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

Integrated Wealth Concepts’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 		$32K Buy
+830
New +$31.2K ﹤0.01% 3726

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

Integrated Wealth Concepts's MRSK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Toews Agility Shares Managed Risk ETF (MRSK) in Q2 2026: 830 shares worth $32K. The stake represents ﹤0.01% of the portfolio and ranks #3726 among its holdings.

49 funds tracked by Wall St. Rank hold MRSK as of Q2 2026.

  • Integrated Wealth Concepts held 830 shares of Toews Agility Shares Managed Risk ETF worth $32K as of Q2 2026.
  • Toews Agility Shares Managed Risk ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Toews Agility Shares Managed Risk ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3726 holding.
  • 49 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.