Smith Anglin Financial’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

Smith Anglin Financial’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
2025 Q2	$279K	Buy	+8,316	New	+$268K	0.03%	168

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

SEM

Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Smith Anglin Financial's MRSK Position: Q2 2025 in Review

Smith Anglin Financial opened a new position in Toews Agility Shares Managed Risk ETF (MRSK) in Q2 2025: 8,316 shares worth $279K. The stake represents 0.03% of the portfolio and ranks #168 among its holdings.

37 funds tracked by Wall St. Rank hold MRSK as of Q2 2025.

Smith Anglin Financial held 8,316 shares of Toews Agility Shares Managed Risk ETF worth $279K as of Q2 2025.
Toews Agility Shares Managed Risk ETF was a new Smith Anglin Financial position in Q2 2025.
Toews Agility Shares Managed Risk ETF made up 0.03% of Smith Anglin Financial's portfolio in Q2 2025, its #168 holding.
37 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.