Purchases and Sales Made in Q2 2025 in Toews Agility Shares Dynamic T (THY)
This table provides information about the institutional ownership of Toews Agility Shares Dynamic T (THY) during Q2 2025. The information is specifically focused on institutions that hold shares of TOEWS AGILITY SHARES DYNAMIC T.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
85.1K+ 9.0% |
$1.86M - $1.91M
|
1.03M
$23.4M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.2K+ 251.97% |
$770K - $789K
|
49.1K
$1.12M
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
32.8KNew |
$718K - $736K
|
32.8K
$745K
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
18.4KNew |
$404K - $414K
|
18.4K
$419K
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
9.82KNew |
$215K - $220K
|
9.82K
$223K
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
7.39K+ 4.56% |
$162K - $166K
|
169K
$3.85M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.1K+ 12.42% |
$134K - $137K
|
55.2K
$1.25M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2K+ 19.43% |
$43.8K - $44.8K
|
12.3K
$279K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
272+ 425.0% |
$5.95K - $6.1K
|
336
$7.63K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-33- 46.48% |
$722 - $740
|
38
$863
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.95K- 17.25% |
$86.5K - $88.6K
|
19K
$430K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.09K- 7.8% |
$89.4K - $91.6K
|
48.3K
$1.1M
|