GWM
GROZ

GK Wealth Management’s Zacks Focus Growth ETF GROZ Stock Holding History

GK Wealth Management’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 		$695K Buy
+21,875
New +$678K 0.37% 67
2026
Q1 		– Sell
-18,150
Closed -$541K – 228
2025
Q4 		$541K Sell
18,150
-1,261
-6% -$37.6K 0.36% 71
2025
Q3 		$569K Buy
19,411
+1,639
+9% +$45.4K 0.42% 62
2025
Q2 		$471K Sell
17,772
-273
-2% -$6.49K 0.42% 60
2025
Q1 		$402K Buy
+18,045
New +$439K 0.46% 57

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

GK Wealth Management's GROZ Position: Q2 2026 in Review

GK Wealth Management opened a new position in Zacks Focus Growth ETF (GROZ) in Q2 2026: 21,875 shares worth $695K. The stake represents 0.37% of the portfolio and ranks #67 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in GROZ as recently as Q4 2025.

GK Wealth Management first reported a position in GROZ in Q1 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold GROZ as of Q2 2026.

  • GK Wealth Management held 21,875 shares of Zacks Focus Growth ETF worth $695K as of Q2 2026.
  • Zacks Focus Growth ETF was a new GK Wealth Management position in Q2 2026.
  • Zacks Focus Growth ETF made up 0.37% of GK Wealth Management's portfolio in Q2 2026, its #67 holding.
  • GK Wealth Management first reported a position in Zacks Focus Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • 50 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.