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
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

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFG
Strive Financial Group Carmel, Indiana $189M AUM
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Alteri Wealth's GROZ Position: Q1 2026 in Review

Alteri Wealth increased its Zacks Focus Growth ETF (GROZ) stake by 0.37% in Q1 2026, buying an estimated $1.57K and bringing the position to 14,529 shares worth $401K. The position accounts for 0.13% of the portfolio, ranked #185.

Alteri Wealth first reported a position in GROZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $431K in Q4 2025. 44 funds tracked by Wall St. Rank hold GROZ as of Q1 2026.

  • Alteri Wealth held 14,529 shares of Zacks Focus Growth ETF worth $401K as of Q1 2026.
  • Alteri Wealth bought 54 Zacks Focus Growth ETF shares in Q1 2026, an estimated $1.57K.
  • Zacks Focus Growth ETF made up 0.13% of Alteri Wealth's portfolio in Q1 2026, its #185 holding.
  • Alteri Wealth first reported a position in Zacks Focus Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Alteri Wealth's Zacks Focus Growth ETF position peaked at $431K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.