CPG
GROZ

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
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

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

Cornerstone Planning Group's GROZ Position: Q2 2026 in Review

Cornerstone Planning Group held its Zacks Focus Growth ETF (GROZ) position steady in Q2 2026 at 236 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Cornerstone Planning Group first reported a position in GROZ in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold GROZ as of Q2 2026.

  • Cornerstone Planning Group held 236 shares of Zacks Focus Growth ETF worth $7.59K as of Q2 2026.
  • Cornerstone Planning Group left its Zacks Focus Growth ETF share count unchanged in Q2 2026.
  • Zacks Focus Growth ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #979 holding.
  • Cornerstone Planning Group first reported a position in Zacks Focus Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.