Purchases and Sales Made in Q2 2025 in Toews Agility Shares Managed R (MRSK)
This table provides information about the institutional ownership of Toews Agility Shares Managed R (MRSK) during Q2 2025. The information is specifically focused on institutions that hold shares of TOEWS AGILITY SHARES MANAGED R.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
1.46MNew |
$43.9M - $49.1M
|
1.46M
$52.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
668KNew |
$20M - $22.4M
|
668K
$24M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
600K+ 8880.41% |
$18M - $20.1M
|
607K
$21.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
377K+ 22.89% |
$11.3M - $12.6M
|
2.02M
$72.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
314K+ 21.48% |
$9.44M - $10.6M
|
1.78M
$63.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
144KNew |
$4.31M - $4.82M
|
144K
$5.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
50.7KNew |
$1.52M - $1.7M
|
50.7K
$1.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
49.9KNew |
$1.5M - $1.67M
|
49.9K
$1.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
25.7KNew |
$771K - $862K
|
25.7K
$923K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.1K+ 14.06% |
$392K - $439K
|
106K
$3.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
10.1K+ 8.19% |
$303K - $339K
|
133K
$4.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
9.89KNew |
$297K - $332K
|
9.89K
$355K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
8.32KNew |
$250K - $279K
|
8.32K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.92KNew |
$208K - $232K
|
6.92K
$249K
|
|
|
Jul 28, 2025
Q2 2025
|
Toews Corp
|
BUY
|
- |
3.72K+ 6.9% |
$112K - $125K
|
57.5K
$2.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.52K+ 15.31% |
$106K - $118K
|
26.5K
$953K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.55KNew |
$46.4K - $51.9K
|
1.55K
$55.5K
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.49K+ 0.63% |
$44.8K - $50.1K
|
238K
$8.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
682+ 3.02% |
$20.5K - $22.9K
|
23.3K
$837K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
450New |
$13.5K - $15.1K
|
450
$16.2K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
342+ 0.06% |
$10.3K - $11.5K
|
607K
$21.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
136+ 0.21% |
$4.08K - $4.57K
|
65.3K
$2.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10- 0.01% |
$300 - $336
|
76.6K
$2.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-83- 20.15% |
$2.49K - $2.79K
|
329
$11.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-83- 44.62% |
$2.49K - $2.79K
|
103
$3.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.2K- 11.09% |
$36.1K - $40.4K
|
9.65K
$347K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-1.26K- 7.38% |
$37.9K - $42.4K
|
15.8K
$569K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.35K- 10.19% |
$40.5K - $45.3K
|
11.9K
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.89K- 67.49% |
$56.8K - $63.5K
|
911
$32.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.55K- 18.17% |
$76.4K - $85.5K
|
11.5K
$412K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.04K- 1.76% |
$151K - $169K
|
281K
$10.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-5.7K- 1.62% |
$171K - $191K
|
347K
$12.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-12.6K- 37.3% |
$380K - $424K
|
21.2K
$764K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-16.8K- 31.99% |
$506K - $565K
|
35.8K
$1.29M
|