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Kestra Private Wealth Services’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

Kestra Private Wealth Services’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 		$2.06M Buy
53,357
+25
+0% +$939 0.02% 584
2026
Q1 		$1.88M Buy
53,332
+476
+0.9% +$17.5K 0.02% 577
2025
Q4 		$1.95M Buy
52,856
+2,014
+4% +$73.1K 0.02% 551
2025
Q3 		$1.81M Buy
50,842
+955
+2% +$33K 0.02% 555
2025
Q2 		$1.67M Buy
+49,887
New +$1.61M 0.02% 557

Other funds holding MRSK

RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $482M AUM 41.92% 1-Year Est. Return
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Kestra Private Wealth Services's MRSK Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Toews Agility Shares Managed Risk ETF (MRSK) stake by 0.05% in Q2 2026, buying an estimated $939 and bringing the position to 53,357 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #584.

Kestra Private Wealth Services first reported a position in MRSK in Q2 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold MRSK as of Q2 2026.

  • Kestra Private Wealth Services held 53,357 shares of Toews Agility Shares Managed Risk ETF worth $2.06M as of Q2 2026.
  • Kestra Private Wealth Services bought 25 Toews Agility Shares Managed Risk ETF shares in Q2 2026, an estimated $939.
  • Toews Agility Shares Managed Risk ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #584 holding.
  • Kestra Private Wealth Services first reported a position in Toews Agility Shares Managed Risk ETF in Q2 2025 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.