AW
GROZ

Alteri Wealth’s Zacks Focus Growth ETF GROZ Stock Holding History

Alteri Wealth’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
2026
Q2 		$549K Buy
17,273
+2,744
+19% +$85.1K 0.15% 158
2026
Q1 		$401K Buy
14,529
+54
+0.4% +$1.57K 0.13% 185
2025
Q4 		$431K Buy
14,475
+597
+4% +$17.8K 0.14% 173
2025
Q3 		$407K Buy
13,878
+4,443
+47% +$123K 0.14% 174
2025
Q2 		$250K Buy
+9,435
New +$224K 0.1% 229

Other funds holding GROZ

SFG
Strive Financial Group Carmel, Indiana $230M AUM
FAL
Focused Alpha LLC Denver, Colorado $390M AUM
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $128M AUM 22.81% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alteri Wealth's GROZ Position: Q2 2026 in Review

Alteri Wealth increased its Zacks Focus Growth ETF (GROZ) stake by 19% in Q2 2026, buying an estimated $85.1K and bringing the position to 17,273 shares worth $549K. The position accounts for 0.15% of the portfolio, ranked #158.

Alteri Wealth first reported a position in GROZ in Q2 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold GROZ as of Q2 2026.

  • Alteri Wealth held 17,273 shares of Zacks Focus Growth ETF worth $549K as of Q2 2026.
  • Alteri Wealth bought 2,744 Zacks Focus Growth ETF shares in Q2 2026, an estimated $85.1K.
  • Zacks Focus Growth ETF made up 0.15% of Alteri Wealth's portfolio in Q2 2026, its #158 holding.
  • Alteri Wealth first reported a position in Zacks Focus Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 50 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.