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 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 $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 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

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

Toews Corporation Northfield, New Jersey $686M AUM 6.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Moneywise Inc's MRSK Position: Q2 2026 in Review

Moneywise Inc reduced its Toews Agility Shares Managed Risk ETF (MRSK) stake by 10% in Q2 2026, selling an estimated $59.7K and leaving 14,188 shares worth $548K. The position accounts for 0.2% of the portfolio, ranked #58.

Moneywise Inc first reported a position in MRSK in Q2 2025 and has held it in 5 quarters since. The position peaked at $22.4M in Q2 2025. 49 funds tracked by Wall St. Rank hold MRSK as of Q2 2026.

Moneywise Inc held 14,188 shares of Toews Agility Shares Managed Risk ETF worth $548K as of Q2 2026.
Moneywise Inc sold 1,589 Toews Agility Shares Managed Risk ETF shares in Q2 2026, an estimated $59.7K.
Toews Agility Shares Managed Risk ETF made up 0.2% of Moneywise Inc's portfolio in Q2 2026, its #58 holding.
Moneywise Inc first reported a position in Toews Agility Shares Managed Risk ETF in Q2 2025 and has held it in 5 quarters since.
Moneywise Inc's Toews Agility Shares Managed Risk ETF position peaked at $22.4M in Q2 2025.
49 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.