Moneywise Inc’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

Moneywise Inc’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 Q3	–	Sell	-14,188	Closed	-$548K	–	79
2026 Q2	$548K	Sell	14,188 -1,589	-10%	-$59.7K	0.2%	58
2026 Q1	$558K	Sell	15,777 -443,058	-97%	-$16.3M	0.24%	57
2025 Q4	$16.9M	Sell	458,835 -145,983	-24%	-$5.3M	7.02%	2
2025 Q3	$21.5M	Sell	604,818 -62,967	-9%	-$2.18M	9.75%	1
2025 Q2	$22.4M	Buy	+667,785	New	+$21.5M	10.51%	1

Other funds holding MRSK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $251M AUM 14.92% 1-Year Est. Return

HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return

Toews Corporation Northfield, New Jersey $323M AUM 5.14% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Strategic Equity Management Tucson, Arizona $116M AUM 17.63% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

RPS Advisory Solutions Louisville, Kentucky $153M AUM 25.12% 1-Year Est. Return

Moneywise Inc's MRSK Position: Q3 2026 in Review

Moneywise Inc sold out of Toews Agility Shares Managed Risk ETF (MRSK) in Q3 2026, closing a stake of 14,188 shares — an estimated $548K sold.

Moneywise Inc first reported a position in MRSK in Q2 2025 and held it in 5 quarters. The position peaked at $22.4M in Q2 2025. 34 funds tracked by Wall St. Rank hold MRSK as of Q3 2026.

Moneywise Inc reported no remaining Toews Agility Shares Managed Risk ETF position as of Q3 2026 after selling out during the quarter.
Moneywise Inc sold 14,188 Toews Agility Shares Managed Risk ETF shares in Q3 2026, an estimated $548K.
Moneywise Inc first reported a position in Toews Agility Shares Managed Risk ETF in Q2 2025 and held it in 5 quarters.
Moneywise Inc's Toews Agility Shares Managed Risk ETF position peaked at $22.4M in Q2 2025.
34 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.