Purchases and Sales Made in Q4 2025 in Toews Agility Shares Managed R (MRSK)
This table provides information about the institutional ownership of Toews Agility Shares Managed R (MRSK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
22.5KNew |
$794K - $824K
|
22.5K
$808K
|
|
|
Jan 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
16.5K+ 6.74% |
$583K - $604K
|
261K
$9.39M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.82KNew |
$241K - $250K
|
6.82K
$245K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
137+ 66.18% |
$4.84K - $5.02K
|
344
$12.4K
|
|
|
Jan 22, 2026
Q4 2025
|
Capital Planning LLC
|
SELL
|
- |
-814- 6.85% |
$28.8K - $29.8K
|
11.1K
$398K
|
|
|
Jan 15, 2026
Q4 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.46K- 0.74% |
$86.8K - $90K
|
329K
$11.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.35K- 10.93% |
$119K - $123K
|
27.3K
$982K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16.2K- 21.65% |
$573K - $594K
|
58.7K
$2.11M
|
|