APW
GROZ

Axim Planning & Wealth’s Zacks Focus Growth ETF GROZ Stock Holding History

Axim Planning & 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 		$1.11M Buy
34,897
+2,074
+6% +$64.3K 1.55% 5
2026
Q1 		$905K Buy
32,823
+3,484
+12% +$101K 1.1% 7
2025
Q4 		$874K Buy
29,339
+10,016
+52% +$299K 0.92% 10
2025
Q3 		$567K Buy
+19,323
New +$535K 0.45% 30

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

Axim Planning & Wealth's GROZ Position: Q2 2026 in Review

Axim Planning & Wealth increased its Zacks Focus Growth ETF (GROZ) stake by 6.3% in Q2 2026, buying an estimated $64.3K and bringing the position to 34,897 shares worth $1.11M. The position accounts for 1.55% of the portfolio, ranked #5.

Axim Planning & Wealth first reported a position in GROZ in Q3 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold GROZ as of Q2 2026.

  • Axim Planning & Wealth held 34,897 shares of Zacks Focus Growth ETF worth $1.11M as of Q2 2026.
  • Axim Planning & Wealth bought 2,074 Zacks Focus Growth ETF shares in Q2 2026, an estimated $64.3K.
  • Zacks Focus Growth ETF made up 1.55% of Axim Planning & Wealth's portfolio in Q2 2026, its #5 holding.
  • Axim Planning & Wealth first reported a position in Zacks Focus Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.