Visionary Horizons’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

Visionary Horizons’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 Q3	$8.58M	Buy	217,448 +7,397	+4%	+$290K	3.42%	6
2026 Q2	$8.11M	Buy	210,051 +15,101	+8%	+$567K	3.39%	6
2026 Q1	$6.89M	Sell	194,950 -66,313	-25%	-$2.44M	3.39%	6
2025 Q4	$9.6M	Buy	261,263 +16,486	+7%	+$598K	4.97%	3
2025 Q3	$8.72M	Buy	244,777 +111,316	+83%	+$3.85M	4.87%	3
2025 Q2	$4.48M	Buy	133,461 +10,099	+8%	+$325K	2.83%	9
2025 Q1	$3.9M	Buy	+123,362	New	+$4.06M	2.75%	9

Other funds holding MRSK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return

Toews Corporation Northfield, New Jersey $323M AUM 5.14% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Strategic Equity Management Tucson, Arizona $116M AUM 17.63% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

RPS Advisory Solutions Louisville, Kentucky $153M AUM 25.12% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return

Visionary Horizons's MRSK Position: Q3 2026 in Review

Visionary Horizons increased its Toews Agility Shares Managed Risk ETF (MRSK) stake by 3.5% in Q3 2026, buying an estimated $290K and bringing the position to 217,448 shares worth $8.58M. The position accounts for 3.42% of the portfolio, ranked #6.

Visionary Horizons first reported a position in MRSK in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.6M in Q4 2025. 32 funds tracked by Wall St. Rank hold MRSK as of Q3 2026.

Visionary Horizons held 217,448 shares of Toews Agility Shares Managed Risk ETF worth $8.58M as of Q3 2026.
Visionary Horizons bought 7,397 Toews Agility Shares Managed Risk ETF shares in Q3 2026, an estimated $290K.
Toews Agility Shares Managed Risk ETF made up 3.42% of Visionary Horizons's portfolio in Q3 2026, its #6 holding.
Visionary Horizons first reported a position in Toews Agility Shares Managed Risk ETF in Q1 2025 and has held it in 7 quarters since.
Visionary Horizons's Toews Agility Shares Managed Risk ETF position peaked at $9.6M in Q4 2025.
32 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.