Arete Wealth Advisors’s Zacks Focus Growth ETF GROZ Stock Holding History

Arete Wealth Advisors’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	$5.01M	Buy	157,722 +27,214	+21%	+$844K	0.33%	78
2026 Q1	$3.6M	Sell	130,508 -8,992	-6%	-$262K	0.27%	90
2025 Q4	$4.16M	Buy	139,500 +4,477	+3%	+$134K	0.29%	85
2025 Q3	$3.94M	Sell	135,023 -1,623	-1%	-$45K	0.25%	88
2025 Q2	$3.62M	Buy	+136,646	New	+$3.25M	0.26%	85

Other funds holding GROZ

SFG

Strive Financial Group Carmel, Indiana $230M AUM

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

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

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCM

M1 Capital Management Bloomfield Hills, Michigan $271M AUM 27.7% 1-Year Est. Return

Arete Wealth Advisors's GROZ Position: Q2 2026 in Review

Arete Wealth Advisors increased its Zacks Focus Growth ETF (GROZ) stake by 21% in Q2 2026, buying an estimated $844K and bringing the position to 157,722 shares worth $5.01M. The position accounts for 0.33% of the portfolio, ranked #78.

Arete Wealth Advisors 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.

Arete Wealth Advisors held 157,722 shares of Zacks Focus Growth ETF worth $5.01M as of Q2 2026.
Arete Wealth Advisors bought 27,214 Zacks Focus Growth ETF shares in Q2 2026, an estimated $844K.
Zacks Focus Growth ETF made up 0.33% of Arete Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Arete Wealth Advisors 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 Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.