Allworth Financial’s Zacks Focus Growth ETF GROZ Stock Holding History

Allworth Financial’s Portfolio GROZ Stock Details GROZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-311	Closed	-$9.12K	–	5329
2025 Q3	$9.12K	Buy	+311	New	+$8.62K	﹤0.01%	3201

Other funds holding GROZ

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return

Strive Financial Group Carmel, Indiana $189M AUM

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

M1 Capital Management Bloomfield Hills, Michigan $217M AUM 21.38% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

EJMK Ventures Itasca, Illinois $179M AUM

Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return

Allworth Financial's GROZ Position: Q4 2025 in Review

Allworth Financial sold out of Zacks Focus Growth ETF (GROZ) in Q4 2025, closing a stake of 311 shares — an estimated $9.12K sold.

Allworth Financial first reported a position in GROZ in Q3 2025 and held it in 1 quarter. The position peaked at $9.12K in Q3 2025. 39 funds tracked by Wall St. Rank hold GROZ as of Q4 2025.

Allworth Financial reported no remaining Zacks Focus Growth ETF position as of Q4 2025 after selling out during the quarter.
Allworth Financial sold 311 Zacks Focus Growth ETF shares in Q4 2025, an estimated $9.12K.
Allworth Financial first reported a position in Zacks Focus Growth ETF in Q3 2025 and held it in 1 quarter.
Allworth Financial's Zacks Focus Growth ETF position peaked at $9.12K in Q3 2025.
39 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.