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
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

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

Axim Planning & Wealth's GROZ Position: Q1 2026 in Review

Axim Planning & Wealth increased its Zacks Focus Growth ETF (GROZ) stake by 12% in Q1 2026, buying an estimated $101K and bringing the position to 32,823 shares worth $905K. The position accounts for 1.1% of the portfolio, ranked #7.

Axim Planning & Wealth first reported a position in GROZ in Q3 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold GROZ as of Q1 2026.

  • Axim Planning & Wealth held 32,823 shares of Zacks Focus Growth ETF worth $905K as of Q1 2026.
  • Axim Planning & Wealth bought 3,484 Zacks Focus Growth ETF shares in Q1 2026, an estimated $101K.
  • Zacks Focus Growth ETF made up 1.1% of Axim Planning & Wealth's portfolio in Q1 2026, its #7 holding.
  • Axim Planning & Wealth first reported a position in Zacks Focus Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.