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
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

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

Cornerstone Planning Group's GROZ Position: Q1 2026 in Review

Cornerstone Planning Group increased its Zacks Focus Growth ETF (GROZ) stake by 49% in Q1 2026, buying an estimated $2.27K and bringing the position to 236 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Cornerstone Planning Group first reported a position in GROZ in Q4 2025 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold GROZ as of Q1 2026.

  • Cornerstone Planning Group held 236 shares of Zacks Focus Growth ETF worth $7.33K as of Q1 2026.
  • Cornerstone Planning Group bought 78 Zacks Focus Growth ETF shares in Q1 2026, an estimated $2.27K.
  • Zacks Focus Growth ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #990 holding.
  • Cornerstone Planning Group first reported a position in Zacks Focus Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.