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Smallwood Wealth Investment Management’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

Smallwood Wealth Investment Management’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 		$261K Buy
+6,757
New +$254K 0.11% 79

Other funds holding MRSK

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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

Smallwood Wealth Investment Management's MRSK Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in Toews Agility Shares Managed Risk ETF (MRSK) in Q2 2026: 6,757 shares worth $261K. The stake represents 0.11% of the portfolio and ranks #79 among its holdings.

24 funds tracked by Wall St. Rank hold MRSK as of Q2 2026.

  • Smallwood Wealth Investment Management held 6,757 shares of Toews Agility Shares Managed Risk ETF worth $261K as of Q2 2026.
  • Toews Agility Shares Managed Risk ETF was a new Smallwood Wealth Investment Management position in Q2 2026.
  • Toews Agility Shares Managed Risk ETF made up 0.11% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #79 holding.
  • 24 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.