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
Q2 		$673K Buy
21,177
+126
+0.6% +$3.91K 0.09% 182
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

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

Balboa Wealth Partners's GROZ Position: Q2 2026 in Review

Balboa Wealth Partners increased its Zacks Focus Growth ETF (GROZ) stake by 0.6% in Q2 2026, buying an estimated $3.91K and bringing the position to 21,177 shares worth $673K. The position accounts for 0.09% of the portfolio, ranked #182.

Balboa Wealth Partners first reported a position in GROZ in Q4 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold GROZ as of Q2 2026.

  • Balboa Wealth Partners held 21,177 shares of Zacks Focus Growth ETF worth $673K as of Q2 2026.
  • Balboa Wealth Partners bought 126 Zacks Focus Growth ETF shares in Q2 2026, an estimated $3.91K.
  • Zacks Focus Growth ETF made up 0.09% of Balboa Wealth Partners's portfolio in Q2 2026, its #182 holding.
  • Balboa Wealth Partners first reported a position in Zacks Focus Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 50 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.