Cornerstone Planning Group
GROZ icon

Cornerstone Planning Group’s Zacks Focus Growth ETF GROZ Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-236
Closed -$7.59K – 1820
2026
Q2 		$7.59K Hold
236
– – ﹤0.01% 979
2026
Q1 		$7.33K Buy
236
+78
+49% +$2.27K ﹤0.01% 990
2025
Q4 		$4.73K Buy
+158
New +$4.71K ﹤0.01% 1003

Other funds holding GROZ

Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EV
EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return
Revisor Wealth Management
Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Cornerstone Planning Group's GROZ Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Zacks Focus Growth ETF (GROZ) in Q3 2026, closing a stake of 236 shares — an estimated $7.59K sold.

Cornerstone Planning Group first reported a position in GROZ in Q4 2025 and held it in 3 quarters. The position peaked at $7.59K in Q2 2026. 14 funds tracked by Wall St. Rank hold GROZ as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Zacks Focus Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 236 Zacks Focus Growth ETF shares in Q3 2026, an estimated $7.59K.
  • Cornerstone Planning Group first reported a position in Zacks Focus Growth ETF in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Zacks Focus Growth ETF position peaked at $7.59K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.