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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
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
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
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 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

Moneywise Inc's MRSK Position: Q1 2026 in Review

Moneywise Inc reduced its Toews Agility Shares Managed Risk ETF (MRSK) stake by 97% in Q1 2026, selling an estimated $16.3M and leaving 15,777 shares worth $558K. The position accounts for 0.24% of the portfolio, ranked #57.

Moneywise Inc first reported a position in MRSK in Q2 2025 and has held it in 4 quarters since. The position peaked at $22.4M in Q2 2025. 50 funds tracked by Wall St. Rank hold MRSK as of Q1 2026.

  • Moneywise Inc held 15,777 shares of Toews Agility Shares Managed Risk ETF worth $558K as of Q1 2026.
  • Moneywise Inc sold 443,058 Toews Agility Shares Managed Risk ETF shares in Q1 2026, an estimated $16.3M.
  • Toews Agility Shares Managed Risk ETF made up 0.24% of Moneywise Inc's portfolio in Q1 2026, its #57 holding.
  • Moneywise Inc first reported a position in Toews Agility Shares Managed Risk ETF in Q2 2025 and has held it in 4 quarters since.
  • Moneywise Inc's Toews Agility Shares Managed Risk ETF position peaked at $22.4M in Q2 2025.
  • 50 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q1 2026.

Based on Moneywise Inc's 13F filing for Q1 2026, filed 27 Apr 2026.