Creative Planning
GROZ

Creative Planning’s Zacks Focus Growth ETF GROZ Stock Holding History

Creative Planning’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 		$321K Sell
10,095
-1,133
-10% -$35.1K ﹤0.01% 3516
2026
Q1 		$310K Sell
11,228
-2,957
-21% -$86.1K ﹤0.01% 3409
2025
Q4 		$423K Buy
14,185
+1,450
+11% +$43.2K ﹤0.01% 2979
2025
Q3 		$374K Sell
12,735
-7,395
-37% -$205K ﹤0.01% 2975
2025
Q2 		$533K Sell
20,130
-61,445
-75% -$1.46M ﹤0.01% 2421
2025
Q1 		$1.82M Buy
+81,575
New +$1.99M ﹤0.01% 1241

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

Creative Planning's GROZ Position: Q2 2026 in Review

Creative Planning reduced its Zacks Focus Growth ETF (GROZ) stake by 10% in Q2 2026, selling an estimated $35.1K and leaving 10,095 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #3516.

Creative Planning first reported a position in GROZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.82M in Q1 2025. 50 funds tracked by Wall St. Rank hold GROZ as of Q2 2026.

  • Creative Planning held 10,095 shares of Zacks Focus Growth ETF worth $321K as of Q2 2026.
  • Creative Planning sold 1,133 Zacks Focus Growth ETF shares in Q2 2026, an estimated $35.1K.
  • Zacks Focus Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3516 holding.
  • Creative Planning first reported a position in Zacks Focus Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • Creative Planning's Zacks Focus Growth ETF position peaked at $1.82M in Q1 2025.
  • 50 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.