BWP
GROZ

Balboa Wealth Partners’s Zacks Focus Growth ETF GROZ Stock Holding History

Balboa Wealth Partners’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 		$580K Buy
21,051
+7,126
+51% +$207K 0.1% 176
2025
Q4 		$415K Buy
13,925
+1,892
+16% +$56.4K 0.07% 227
2025
Q3 		$353K Sell
12,033
-1,206
-9% -$33.4K 0.06% 242
2025
Q2 		$351K Sell
13,239
-437
-3% -$10.4K 0.07% 220
2025
Q1 		$305K Buy
13,676
+4,680
+52% +$114K 0.07% 196
2024
Q4 		$223K Buy
+8,996
New +$228K 0.05% 260

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

Balboa Wealth Partners's GROZ Position: Q1 2026 in Review

Balboa Wealth Partners increased its Zacks Focus Growth ETF (GROZ) stake by 51% in Q1 2026, buying an estimated $207K and bringing the position to 21,051 shares worth $580K. The position accounts for 0.1% of the portfolio, ranked #176.

Balboa Wealth Partners first reported a position in GROZ in Q4 2024 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold GROZ as of Q1 2026.

  • Balboa Wealth Partners held 21,051 shares of Zacks Focus Growth ETF worth $580K as of Q1 2026.
  • Balboa Wealth Partners bought 7,126 Zacks Focus Growth ETF shares in Q1 2026, an estimated $207K.
  • Zacks Focus Growth ETF made up 0.1% of Balboa Wealth Partners's portfolio in Q1 2026, its #176 holding.
  • Balboa Wealth Partners first reported a position in Zacks Focus Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 44 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.