Purchases and Sales Made in Q3 2025 in Toews Agility Shares Managed R (MRSK)
This table provides information about the institutional ownership of Toews Agility Shares Managed R (MRSK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
119KNew |
$3.99M - $4.25M
|
119K
$4.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
111K+ 83.41% |
$3.73M - $3.97M
|
245K
$8.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.1K+ 4.41% |
$2.98M - $3.18M
|
2.11M
$75.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
77.5K+ 4.36% |
$2.59M - $2.76M
|
1.86M
$66.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
27.6K+ 54.48% |
$926K - $986K
|
78.4K
$2.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.3K+ 102.42% |
$881K - $938K
|
52K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15K+ 2.47% |
$502K - $535K
|
622K
$22.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.7K+ 16.34% |
$357K - $381K
|
76K
$2.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.47KNew |
$317K - $338K
|
9.47K
$340K
|
|
|
Oct 24, 2025
Q3 2025
|
Toews Corp
|
BUY
|
- |
6.03K+ 10.48% |
$202K - $215K
|
63.6K
$2.29M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.83KNew |
$195K - $208K
|
5.83K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
1.32K+ 8.31% |
$44.1K - $47K
|
17.2K
$617K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.24KNew |
$41.6K - $44.4K
|
1.24K
$44.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
983+ 63.62% |
$32.9K - $35.1K
|
2.53K
$90.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
955+ 1.91% |
$32K - $34.1K
|
50.8K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
337+ 0.14% |
$11.3K - $12K
|
238K
$8.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
185+ 14.08% |
$6.19K - $6.6K
|
1.5K
$53.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
104+ 100.97% |
$3.48K - $3.71K
|
207
$7.44K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
43New |
$1.44K - $1.53K
|
43
$1.55K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1- 0.01% |
$33.5 - $35.7
|
9.65K
$347K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-166- 40.29% |
$5.56K - $5.92K
|
246
$8.84K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-388- 1.67% |
$13K - $13.8K
|
22.9K
$823K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.76K- 2.3% |
$59K - $62.8K
|
74.9K
$2.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.3K- 2.4% |
$144K - $154K
|
175K
$6.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.14K- 14.35% |
$172K - $183K
|
30.7K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.5K- 5.19% |
$184K - $196K
|
101K
$3.61M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-6.29K- 1.82% |
$211K - $224K
|
340K
$12.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.82K- 33.28% |
$295K - $315K
|
17.7K
$636K
|
|
|
Nov 14, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-9.22K- 2.71% |
$309K - $329K
|
331K
$11.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-12.8K- 60.28% |
$429K - $457K
|
8.44K
$303K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-63K- 9.43% |
$2.11M - $2.25M
|
605K
$21.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
SELL
|
- |
-163K- 11.14% |
$5.46M - $5.82M
|
1.3M
$46.8M
|