UBS Group
MRSK icon

UBS Group’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

UBS Group’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 		$3.99K Buy
+113
New +$4.15K ﹤0.01% 9006
2025
Q3 		– Sell
-9,888
Closed -$332K – 10706
2025
Q2 		$332K Buy
+9,888
New +$318K ﹤0.01% 6362
2025
Q1 		– Sell
-1,232
Closed -$40.7K – 10544
2024
Q4 		$40.7K Buy
+1,232
New +$40.9K ﹤0.01% 7427
2023
Q4 		– Sell
-105
Closed -$2.93K – 9686
2023
Q3 		$2.93K Buy
+105
New +$3.05K ﹤0.01% 7626
2023
Q2 		– Sell
-89
Closed -$2.43K – 9381
2023
Q1 		$2.43K Sell
89
-2,745
-97% -$71.9K ﹤0.01% 8517
2022
Q4 		$72.8K Buy
2,834
+1,612
+132% +$41.8K ﹤0.01% 6402
2022
Q3 		$31K Buy
1,222
+60
+5% +$1.61K ﹤0.01% 6838
2022
Q2 		$30K Buy
1,162
+808
+228% +$22.1K ﹤0.01% 6395
2022
Q1 		$10K Sell
354
-49
-12% -$1.39K ﹤0.01% 8423
2021
Q4 		$12K Buy
403
+65
+19% +$2.08K ﹤0.01% 8564
2021
Q3 		$11K Buy
+338
New +$10.8K ﹤0.01% 7891
2021
Q2 		– Sell
-118
Closed -$3K – 9644
2021
Q1 		$3K Buy
+118
New +$3.37K ﹤0.01% 8525

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

UBS Group's MRSK Position: Q1 2026 in Review

UBS Group opened a new position in Toews Agility Shares Managed Risk ETF (MRSK) in Q1 2026: 113 shares worth $3.99K. The stake represents ﹤0.01% of the portfolio and ranks #9006 among its holdings. This is a return to the name: UBS Group previously reported a position in MRSK as recently as Q2 2025.

UBS Group first reported a position in MRSK in Q1 2021 and has held it in 12 quarters since. The position peaked at $332K in Q2 2025. 50 funds tracked by Wall St. Rank hold MRSK as of Q1 2026.

  • UBS Group held 113 shares of Toews Agility Shares Managed Risk ETF worth $3.99K as of Q1 2026.
  • Toews Agility Shares Managed Risk ETF was a new UBS Group position in Q1 2026.
  • Toews Agility Shares Managed Risk ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9006 holding.
  • UBS Group first reported a position in Toews Agility Shares Managed Risk ETF in Q1 2021 and has held it in 12 quarters since.
  • UBS Group's Toews Agility Shares Managed Risk ETF position peaked at $332K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.