FIA
GROZ

Foundations Investment Advisors’s Zacks Focus Growth ETF GROZ Stock Holding History

Foundations Investment Advisors’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
2025
Q4 		– Sell
-7,209
Closed -$211K – 1207
2025
Q3 		$211K Buy
+7,209
New +$200K ﹤0.01% 979

Other funds holding GROZ

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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
SFG
Strive Financial Group Carmel, Indiana $189M AUM
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
MCM
M1 Capital Management Bloomfield Hills, Michigan $217M AUM 21.38% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EV
EJMK Ventures Itasca, Illinois $179M AUM
APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return

Foundations Investment Advisors's GROZ Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Zacks Focus Growth ETF (GROZ) in Q4 2025, closing a stake of 7,209 shares — an estimated $211K sold.

Foundations Investment Advisors first reported a position in GROZ in Q3 2025 and held it in 1 quarter. The position peaked at $211K in Q3 2025. 39 funds tracked by Wall St. Rank hold GROZ as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Zacks Focus Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 7,209 Zacks Focus Growth ETF shares in Q4 2025, an estimated $211K.
  • Foundations Investment Advisors first reported a position in Zacks Focus Growth ETF in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Zacks Focus Growth ETF position peaked at $211K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.