Jones Financial Companies
MRSK icon

Jones Financial Companies’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

Jones Financial Companies’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 		$3.4K Buy
98
+49
+100% +$1.8K ﹤0.01% 3979
2025
Q4 		$1.8K Sell
49
-1,194
-96% -$43.3K ﹤0.01% 3847
2025
Q3 		$44.2K Buy
+1,243
New +$43K ﹤0.01% 2434

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 $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
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 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
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies's MRSK Position: Q1 2026 in Review

Jones Financial Companies increased its Toews Agility Shares Managed Risk ETF (MRSK) stake by 100% in Q1 2026, buying an estimated $1.8K and bringing the position to 98 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3979.

Jones Financial Companies first reported a position in MRSK in Q3 2025 and has held it in 3 quarters since. The position peaked at $44.2K in Q3 2025. 50 funds tracked by Wall St. Rank hold MRSK as of Q1 2026.

  • Jones Financial Companies held 98 shares of Toews Agility Shares Managed Risk ETF worth $3.4K as of Q1 2026.
  • Jones Financial Companies bought 49 Toews Agility Shares Managed Risk ETF shares in Q1 2026, an estimated $1.8K.
  • Toews Agility Shares Managed Risk ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3979 holding.
  • Jones Financial Companies first reported a position in Toews Agility Shares Managed Risk ETF in Q3 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Toews Agility Shares Managed Risk ETF position peaked at $44.2K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.